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
651
$5.13K ﹤0.01%
+37
652
$5.08K ﹤0.01%
77
+32
653
$5.02K ﹤0.01%
52
654
$4.94K ﹤0.01%
50
655
$4.88K ﹤0.01%
75
656
$4.86K ﹤0.01%
131
657
$4.85K ﹤0.01%
133
658
$4.85K ﹤0.01%
65
+40
659
$4.73K ﹤0.01%
+18
660
$4.65K ﹤0.01%
17
-16
661
$4.65K ﹤0.01%
53
662
$4.63K ﹤0.01%
25
-21
663
$4.61K ﹤0.01%
100
664
$4.57K ﹤0.01%
338
+24
665
$4.57K ﹤0.01%
18
666
$4.54K ﹤0.01%
122
667
$4.5K ﹤0.01%
133
668
$4.47K ﹤0.01%
+33
669
$4.46K ﹤0.01%
30
670
$4.42K ﹤0.01%
7
671
$4.38K ﹤0.01%
49
672
$4.36K ﹤0.01%
100
-3
673
$4.14K ﹤0.01%
150
-300
674
$4.04K ﹤0.01%
85
-13
675
$4.03K ﹤0.01%
+16
25 26
27
28 29