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

Top Sells

1
+$1.84M
2
+$601K
3
+$566K
4
BBAX icon
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
+$389K
5
VUG icon
Vanguard Growth ETF
VUG
+$384K

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
651
$4.06K ﹤0.01%
98
+13
652
$4.06K ﹤0.01%
122
653
$4.03K ﹤0.01%
75
654
$4.02K ﹤0.01%
49
655
$4K ﹤0.01%
103
+3
656
$3.92K ﹤0.01%
105
-215
657
$3.92K ﹤0.01%
207
658
$3.86K ﹤0.01%
+19
659
$3.84K ﹤0.01%
200
+150
660
$3.78K ﹤0.01%
30
661
$3.78K ﹤0.01%
133
-496
662
$3.76K ﹤0.01%
+16
663
$3.74K ﹤0.01%
+18
664
$3.72K ﹤0.01%
1,448
+53
665
$3.68K ﹤0.01%
+80
666
$3.6K ﹤0.01%
186
667
$3.54K ﹤0.01%
+7
668
$3.47K ﹤0.01%
+100
669
$3.44K ﹤0.01%
+40
670
$3.37K ﹤0.01%
300
671
$3.25K ﹤0.01%
45
-565
672
$3.22K ﹤0.01%
333
-434
673
$3.14K ﹤0.01%
+35
674
$3.13K ﹤0.01%
262
675
$3.12K ﹤0.01%
135
25 26
27
28 29