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
701
$2.61K ﹤0.01%
15
702
$2.6K ﹤0.01%
35
703
$2.58K ﹤0.01%
+154
704
$2.49K ﹤0.01%
+100
705
$2.14K ﹤0.01%
+25
706
$2.12K ﹤0.01%
+11
707
$2.06K ﹤0.01%
65
708
$1.99K ﹤0.01%
20
709
$1.98K ﹤0.01%
+49
710
$1.97K ﹤0.01%
239
711
$1.94K ﹤0.01%
200
712
$1.9K ﹤0.01%
200
713
$1.83K ﹤0.01%
90
714
$1.82K ﹤0.01%
10
715
$1.8K ﹤0.01%
40
716
$1.64K ﹤0.01%
36
717
$1.54K ﹤0.01%
39
718
$1.47K ﹤0.01%
804
-558
719
$1.4K ﹤0.01%
150
720
$1.31K ﹤0.01%
272
721
$1.29K ﹤0.01%
9
722
$1.24K ﹤0.01%
7
723
$1.21K ﹤0.01%
+13
724
$1.17K ﹤0.01%
18
725
$1.17K ﹤0.01%
30
27 28
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30 31