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
701
$2.12K ﹤0.01%
65
702
$2.11K ﹤0.01%
90
703
$2.09K ﹤0.01%
+8
704
$2.07K ﹤0.01%
+47
705
$2.06K ﹤0.01%
65
-2
706
$2.03K ﹤0.01%
90
707
$1.93K ﹤0.01%
15
708
$1.86K ﹤0.01%
18
709
$1.86K ﹤0.01%
39
710
$1.82K ﹤0.01%
200
711
$1.81K ﹤0.01%
+33
712
$1.8K ﹤0.01%
200
713
$1.78K ﹤0.01%
+20
714
$1.78K ﹤0.01%
239
-179
715
$1.75K ﹤0.01%
272
+21
716
$1.73K ﹤0.01%
40
717
$1.73K ﹤0.01%
+60
718
$1.58K ﹤0.01%
10
719
$1.58K ﹤0.01%
1,362
720
$1.52K ﹤0.01%
36
+1
721
$1.5K ﹤0.01%
+25
722
$1.47K ﹤0.01%
+21
723
$1.43K ﹤0.01%
+15
724
$1.27K ﹤0.01%
202
725
$1.23K ﹤0.01%
+16
27 28
29
30 31