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
$368M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.86M
3
+$2.01M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.89M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.88M

Top Sells

1
+$842K
2
+$510K
3
+$300K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$283K
5
AAPL icon
Apple
AAPL
+$169K

Sector Composition

1 Technology 4.42%
2 Financials 2.43%
3 Industrials 2.23%
4 Healthcare 1.99%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-15
627
– –
-3
628
$0 ﹤0.01%
1
629
– –
-6
630
$0 ﹤0.01%
57
631
– –
-3
632
$0 ﹤0.01%
+10
633
– –
-189
634
– –
-4
635
– –
-32
636
– –
-116
637
– –
-245
638
– –
-14
639
– –
-33
640
– –
-40
641
$0 ﹤0.01%
26
642
– –
-35
643
– –
-30
644
$0 ﹤0.01%
20
645
$0 ﹤0.01%
34
646
– –
-24
647
$0 ﹤0.01%
4
648
– –
-35
649
– –
-4
650
– –
-40
23 24 25
26
27