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
626
$5.42K ﹤0.01%
288
+14
627
$5.35K ﹤0.01%
133
-87
628
$5.33K ﹤0.01%
+200
629
$5.17K ﹤0.01%
1,055
630
$5.17K ﹤0.01%
314
+35
631
$5.12K ﹤0.01%
+1,135
632
$5.02K ﹤0.01%
221
633
$4.93K ﹤0.01%
164
634
$4.92K ﹤0.01%
205
635
$4.88K ﹤0.01%
+52
636
$4.86K ﹤0.01%
23
637
$4.83K ﹤0.01%
178
-100
638
$4.77K ﹤0.01%
200
639
$4.76K ﹤0.01%
650
640
$4.64K ﹤0.01%
50
641
$4.58K ﹤0.01%
103
642
$4.49K ﹤0.01%
133
643
$4.46K ﹤0.01%
+78
644
$4.46K ﹤0.01%
53
645
$4.44K ﹤0.01%
+64
646
$4.25K ﹤0.01%
100
647
$4.25K ﹤0.01%
131
648
$4.22K ﹤0.01%
500
649
$4.21K ﹤0.01%
509
+450
650
$4.17K ﹤0.01%
+448