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
626
$6.69K ﹤0.01%
450
627
$6.58K ﹤0.01%
261
628
$6.51K ﹤0.01%
152
629
$6.46K ﹤0.01%
107
630
$6.21K ﹤0.01%
50
631
$6.13K ﹤0.01%
120
632
$6.08K ﹤0.01%
250
633
$5.95K ﹤0.01%
67
634
$5.89K ﹤0.01%
205
+27
635
$5.84K ﹤0.01%
103
636
$5.7K ﹤0.01%
62
-61
637
$5.65K ﹤0.01%
205
638
$5.54K ﹤0.01%
200
639
$5.51K ﹤0.01%
+500
640
$5.51K ﹤0.01%
600
-300
641
$5.48K ﹤0.01%
+42
642
$5.45K ﹤0.01%
23
643
$5.42K ﹤0.01%
650
644
$5.41K ﹤0.01%
+21
645
$5.31K ﹤0.01%
448
646
$5.26K ﹤0.01%
121
-103
647
$5.23K ﹤0.01%
+115
648
$5.22K ﹤0.01%
164
649
$5.22K ﹤0.01%
100
650
$5.18K ﹤0.01%
221
24 25
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