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
676
$3.1K ﹤0.01%
12
677
$3.08K ﹤0.01%
30
678
$3.06K ﹤0.01%
27
679
$2.99K ﹤0.01%
10
+3
680
$2.95K ﹤0.01%
35
681
$2.95K ﹤0.01%
+225
682
$2.94K ﹤0.01%
200
683
$2.93K ﹤0.01%
30
684
$2.89K ﹤0.01%
1,740
685
$2.86K ﹤0.01%
20
686
$2.85K ﹤0.01%
86
687
$2.77K ﹤0.01%
+16
688
$2.72K ﹤0.01%
29
689
$2.7K ﹤0.01%
35
690
$2.62K ﹤0.01%
85
691
$2.6K ﹤0.01%
143
692
$2.6K ﹤0.01%
+108
693
$2.53K ﹤0.01%
+52
694
$2.53K ﹤0.01%
+110
695
$2.43K ﹤0.01%
34
696
$2.39K ﹤0.01%
+150
697
$2.36K ﹤0.01%
3
-7
698
$2.26K ﹤0.01%
26
+1
699
$2.16K ﹤0.01%
+450
700
$2.13K ﹤0.01%
20
26 27
28
29 30