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
51
$1.33M 0.2%
4,960
+317
52
$1.32M 0.2%
6,440
+1,770
53
$1.19M 0.18%
5,555
54
$1.14M 0.17%
22,753
-3,807
55
$1.1M 0.17%
24,044
56
$1.08M 0.16%
6,596
-100
57
$1.07M 0.16%
13,404
58
$1.07M 0.16%
13,852
-1,506
59
$1.06M 0.16%
9,200
+4,586
60
$1.02M 0.15%
5,974
+1,717
61
$947K 0.14%
44,217
-180
62
$946K 0.14%
6,870
+5,850
63
$934K 0.14%
13,788
+5,948
64
$879K 0.13%
7,103
+5,800
65
$859K 0.13%
6,020
+443
66
$843K 0.13%
4,261
+1,041
67
$832K 0.13%
17,507
-1,834
68
$818K 0.12%
6,428
69
$804K 0.12%
1,594
+377
70
$749K 0.11%
8,097
-12
71
$736K 0.11%
9,028
+8,578
72
$726K 0.11%
13,737
+12,093
73
$692K 0.1%
5,836
-435
74
$672K 0.1%
9,492
+7,983
75
$655K 0.1%
3,047
+1,695
1 2
3
4 5