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
726
$1.17K ﹤0.01%
+18
727
$1.16K ﹤0.01%
+100
728
$1.15K ﹤0.01%
85
729
$1.14K ﹤0.01%
+7
730
$1.12K ﹤0.01%
10
-567
731
$1.11K ﹤0.01%
9
732
$1.1K ﹤0.01%
144
733
$1.1K ﹤0.01%
400
734
$1.09K ﹤0.01%
30
735
$1.07K ﹤0.01%
80
736
$1.04K ﹤0.01%
+22
737
$1.02K ﹤0.01%
22
738
$1.01K ﹤0.01%
+11
739
$990 ﹤0.01%
10
740
$964 ﹤0.01%
+5
741
$909 ﹤0.01%
9,000
742
$889 ﹤0.01%
+24
743
$855 ﹤0.01%
+16
744
$835 ﹤0.01%
69
745
$744 ﹤0.01%
+11
746
$732 ﹤0.01%
200
-385
747
$729 ﹤0.01%
24
748
$682 ﹤0.01%
+50
749
$679 ﹤0.01%
980
750
$651 ﹤0.01%
40
28 29
30
31 32