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
$705M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.86M
3
+$1.98M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$921K

Top Sells

1
+$11.8M
2
+$2.41M
3
+$2.18M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$779K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$747K

Sector Composition

1 Technology 4.59%
2 Financials 2.34%
3 Consumer Discretionary 2.28%
4 Industrials 2.04%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$7.66K ﹤0.01%
865
602
$7.63K ﹤0.01%
1,135
603
$7.58K ﹤0.01%
116
604
$7.56K ﹤0.01%
622
605
$7.54K ﹤0.01%
122
606
$7.42K ﹤0.01%
377
607
$7.41K ﹤0.01%
13
608
$7.39K ﹤0.01%
503
609
$7.38K ﹤0.01%
38
+22
610
$7.38K ﹤0.01%
466
611
$7.36K ﹤0.01%
+221
612
$7.29K ﹤0.01%
+42
613
$7.29K ﹤0.01%
75
614
$7.21K ﹤0.01%
500
615
$7.14K ﹤0.01%
158
616
$7.06K ﹤0.01%
80
-286
617
$6.99K ﹤0.01%
29
618
$6.99K ﹤0.01%
1,215
619
$6.99K ﹤0.01%
+50
620
$6.97K ﹤0.01%
145
-39
621
$6.9K ﹤0.01%
+194
622
$6.84K ﹤0.01%
+28
623
$6.75K ﹤0.01%
1,000
624
$6.74K ﹤0.01%
164
625
$6.72K ﹤0.01%
102
23 24
25
26 27