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
$368M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.86M
3
+$2.01M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.89M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.88M

Top Sells

1
+$842K
2
+$510K
3
+$300K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$283K
5
AAPL icon
Apple
AAPL
+$169K

Sector Composition

1 Technology 4.42%
2 Financials 2.43%
3 Industrials 2.23%
4 Healthcare 1.99%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$693K 0.19%
4,456
-346
52
$692K 0.19%
13,054
53
$691K 0.19%
26,083
+905
54
$674K 0.18%
3,833
+403
55
$662K 0.18%
16,051
-237
56
$654K 0.18%
3,970
-30
57
$645K 0.18%
+15,449
58
$638K 0.17%
+15,834
59
$638K 0.17%
75,236
-2,000
60
$633K 0.17%
3,621
61
$619K 0.17%
9,231
62
$619K 0.17%
11,515
-195
63
$611K 0.17%
2,779
+100
64
$555K 0.15%
8,565
+105
65
$544K 0.15%
10,855
+50
66
$535K 0.15%
5,105
-24
67
$534K 0.15%
6,900
+890
68
$465K 0.13%
3,007
69
$465K 0.13%
20,418
-261
70
$450K 0.12%
8,321
71
$436K 0.12%
20,209
+205
72
$433K 0.12%
1,778
+21
73
$421K 0.11%
7,495
+210
74
$402K 0.11%
1,752
75
$401K 0.11%
3,200
1 2
3
4 5