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
776
$53 ﹤0.01%
2
777
$40 ﹤0.01%
8
778
$38 ﹤0.01%
3
779
$34 ﹤0.01%
+25
780
$27 ﹤0.01%
4
781
$10 ﹤0.01%
2
782
– –
0
783
$3 ﹤0.01%
1
784
– –
0
785
$3 ﹤0.01%
100
786
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-21
787
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-53
788
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-187
789
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790
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-8,005
791
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792
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-823
793
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794
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795
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796
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797
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-350
798
– –
-11,750
799
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-13,262
800
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-73
30 31
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