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
726
$1.16K ﹤0.01%
22
727
$1.16K ﹤0.01%
+100
728
$1.1K ﹤0.01%
+65
729
$1.07K ﹤0.01%
10
730
$973 ﹤0.01%
3
-7
731
$960 ﹤0.01%
400
+200
732
$949 ﹤0.01%
980
733
$934 ﹤0.01%
49
+9
734
$833 ﹤0.01%
484
+84
735
$799 ﹤0.01%
11
736
$752 ﹤0.01%
60
737
$689 ﹤0.01%
144
738
$669 ﹤0.01%
6
739
$660 ﹤0.01%
50
740
$652 ﹤0.01%
80
741
$523 ﹤0.01%
+50
742
$515 ﹤0.01%
113
743
$485 ﹤0.01%
20
744
$468 ﹤0.01%
100
745
$451 ﹤0.01%
12
-48
746
$357 ﹤0.01%
12
747
$306 ﹤0.01%
145
-1,303
748
$306 ﹤0.01%
15
749
$294 ﹤0.01%
+128
750
$223 ﹤0.01%
+6
28 29
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