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
51
$1.31M 0.19%
13,404
52
$1.3M 0.18%
2,664
-639
53
$1.23M 0.17%
6,895
+455
54
$1.18M 0.17%
5,696
+141
55
$1.18M 0.17%
5,969
-5
56
$1.16M 0.16%
2,011
-1,295
57
$1.14M 0.16%
15,116
-7,500
58
$1.12M 0.16%
6,246
-350
59
$1.12M 0.16%
4,268
+7
60
$1.09M 0.15%
20,378
-3,666
61
$1.08M 0.15%
13,341
-447
62
$1.05M 0.15%
13,162
-690
63
$1.01M 0.14%
44,577
+360
64
$997K 0.14%
8,507
-693
65
$994K 0.14%
6,255
+235
66
$940K 0.13%
17,658
+151
67
$913K 0.13%
6,428
68
$812K 0.12%
5,303
-1,800
69
$765K 0.11%
9,046
-446
70
$748K 0.11%
5,836
71
$740K 0.11%
8,121
-907
72
$710K 0.1%
1,241
-353
73
$682K 0.1%
2,807
-240
74
$679K 0.1%
10,707
-3,030
75
$678K 0.1%
6,180
+80
1 2
3
4 5