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
751
$641 ﹤0.01%
+6
752
$563 ﹤0.01%
113
753
$494 ﹤0.01%
12
754
$443 ﹤0.01%
+15
755
$438 ﹤0.01%
+16
756
$361 ﹤0.01%
60
+40
757
$358 ﹤0.01%
20
758
$338 ﹤0.01%
100
759
$316 ﹤0.01%
19
+7
760
$236 ﹤0.01%
4
761
$215 ﹤0.01%
70
762
$192 ﹤0.01%
3
+2
763
$191 ﹤0.01%
3
764
$183 ﹤0.01%
7
+1
765
$181 ﹤0.01%
17
766
$177 ﹤0.01%
2
767
$170 ﹤0.01%
10
-1,015
768
$161 ﹤0.01%
60
769
$149 ﹤0.01%
100
770
$141 ﹤0.01%
25
771
$140 ﹤0.01%
12
772
$137 ﹤0.01%
4
+3
773
$123 ﹤0.01%
4
774
$107 ﹤0.01%
12
775
$56 ﹤0.01%
6
29 30
31
32 33