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
$208M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$8.51M
2
+$3.39M
3
+$1.68M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.37M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$1.22M

Top Sells

1
+$5.12M
2
+$467K
3
+$427K
4
MRK icon
Merck
MRK
+$231K
5
RTL
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
+$184K

Sector Composition

1 Technology 2.95%
2 Financials 1.84%
3 Industrials 1.66%
4 Consumer Discretionary 1.25%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$389K 0.19%
2,792
-281
52
$379K 0.18%
+6,729
53
$363K 0.17%
1,084
+406
54
$355K 0.17%
16,688
-3,063
55
$354K 0.17%
1,197
+3
56
$341K 0.16%
7,113
+75
57
$332K 0.16%
6,653
-2,218
58
$330K 0.16%
1,824
-211
59
$322K 0.15%
1,680
60
$320K 0.15%
7,625
61
$303K 0.15%
2,076
-1,161
62
$295K 0.14%
2,811
-11
63
$279K 0.13%
14,070
64
$279K 0.13%
77,236
65
$278K 0.13%
13,048
66
$273K 0.13%
6,635
-315
67
$264K 0.13%
4,774
-123
68
$264K 0.13%
3,522
-90
69
$263K 0.13%
3,763
-1,793
70
$250K 0.12%
+7,103
71
$243K 0.12%
2,017
+27
72
$242K 0.12%
+1,602
73
$242K 0.12%
+1,288
74
$234K 0.11%
8,665
75
$232K 0.11%
8,000
1 2
3
4