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
676
$4.02K ﹤0.01%
+14
677
$4.02K ﹤0.01%
88
-45
678
$3.79K ﹤0.01%
200
679
$3.77K ﹤0.01%
+28
680
$3.74K ﹤0.01%
333
681
$3.72K ﹤0.01%
216
-72
682
$3.57K ﹤0.01%
12
683
$3.57K ﹤0.01%
175
-32
684
$3.49K ﹤0.01%
+52
685
$3.45K ﹤0.01%
30
686
$3.43K ﹤0.01%
1,055
687
$3.34K ﹤0.01%
300
688
$3.34K ﹤0.01%
27
689
$3.32K ﹤0.01%
135
690
$3.31K ﹤0.01%
143
691
$3.25K ﹤0.01%
30
692
$3.25K ﹤0.01%
225
693
$3.18K ﹤0.01%
29
694
$3.06K ﹤0.01%
1,741
+1
695
$3K ﹤0.01%
+2
696
$2.85K ﹤0.01%
26
697
$2.81K ﹤0.01%
35
698
$2.74K ﹤0.01%
259
-250
699
$2.73K ﹤0.01%
85
700
$2.62K ﹤0.01%
100
26 27
28
29 30