HWA

HHM Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$665M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$4.45M
3 +$3.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.83M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.5M

Sector Composition

1 Technology 4.78%
2 Financials 2.48%
3 Consumer Discretionary 2.32%
4 Industrials 1.95%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$6.78K ﹤0.01%
29
602
$6.72K ﹤0.01%
1,615
603
$6.71K ﹤0.01%
200
604
$6.66K ﹤0.01%
622
605
$6.63K ﹤0.01%
503
606
$6.4K ﹤0.01%
+121
607
$6.23K ﹤0.01%
107
608
$6.19K ﹤0.01%
60
609
$6.13K ﹤0.01%
120
610
$6.1K ﹤0.01%
261
611
$6.09K ﹤0.01%
1,000
612
$6.06K ﹤0.01%
450
613
$6.03K ﹤0.01%
377
614
$5.98K ﹤0.01%
1,215
615
$5.96K ﹤0.01%
466
-1
616
$5.93K ﹤0.01%
+50
617
$5.92K ﹤0.01%
+100
618
$5.91K ﹤0.01%
164
619
$5.84K ﹤0.01%
102
620
$5.82K ﹤0.01%
1,350
621
$5.73K ﹤0.01%
75
622
$5.71K ﹤0.01%
40
-390
623
$5.66K ﹤0.01%
67
624
$5.55K ﹤0.01%
152
625
$5.47K ﹤0.01%
+250