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
$428M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$9.11M
3
+$7.57M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.57M

Top Sells

1
+$12.7M
2
+$1.55M
3
+$906K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$376K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$348K

Sector Composition

1 Technology 4.65%
2 Financials 2.35%
3 Industrials 2.25%
4 Healthcare 2.03%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$751K 0.18%
2,747
-5
52
$716K 0.17%
25,770
+51
53
$705K 0.16%
1,699
+1
54
$700K 0.16%
3,948
-96
55
$680K 0.16%
3,771
+70
56
$672K 0.16%
3,018
-330
57
$666K 0.16%
4,886
+398
58
$648K 0.15%
27,213
+102
59
$641K 0.15%
15,557
-440
60
$623K 0.15%
2,395
+1,823
61
$620K 0.14%
24,504
-1,020
62
$613K 0.14%
4,469
+83
63
$601K 0.14%
11,190
+445
64
$589K 0.14%
32,823
+3
65
$553K 0.13%
3,398
-107
66
$548K 0.13%
8,425
+800
67
$538K 0.13%
5,381
+175
68
$532K 0.12%
6,444
+513
69
$500K 0.12%
1,745
70
$500K 0.12%
5,355
+1,355
71
$499K 0.12%
18,270
+2,520
72
$486K 0.11%
8,523
+50
73
$481K 0.11%
12,560
+9,235
74
$481K 0.11%
6,944
+9
75
$462K 0.11%
4,316
-1,252
1 2
3
4 5