HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
+7.09%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$705M
AUM Growth
+$40.5M
(+6.1%)
Cap. Flow
-$5.02M
Cap. Flow
% of AUM
-0.71%
Top 10 Holdings %
Top 10 Hldgs %
68.68%
Holding
842
New
56
Increased
130
Reduced
177
Closed
62
Top Buys
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$8.31M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$4.86M |
| 3 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$1.98M |
| 4 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$1.1M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$921K |
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
$11.8M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.41M |
| 3 |
ServisFirst Bancshares
SFBS
|
$2.18M |
| 4 |
Schwab International Equity ETF
SCHF
|
$779K |
| 5 |
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% |
