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
751
$223 ﹤0.01%
4
752
$217 ﹤0.01%
6
+2
753
$207 ﹤0.01%
2
754
$204 ﹤0.01%
19
755
$203 ﹤0.01%
3
756
$199 ﹤0.01%
70
757
$198 ﹤0.01%
17
758
$194 ﹤0.01%
10
759
$187 ﹤0.01%
60
760
$165 ﹤0.01%
3
761
$164 ﹤0.01%
7
762
$157 ﹤0.01%
+6
763
$117 ﹤0.01%
100
764
$111 ﹤0.01%
4
765
$111 ﹤0.01%
12
766
$108 ﹤0.01%
12
767
$94 ﹤0.01%
25
768
$76 ﹤0.01%
6
769
$57 ﹤0.01%
+4
770
$46 ﹤0.01%
2
771
$37 ﹤0.01%
25
772
$32 ﹤0.01%
8
773
$22 ﹤0.01%
+10
774
$16 ﹤0.01%
4
775
$12 ﹤0.01%
2
29 30
31
32 33