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
$170M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.87M
2 +$1.48M
3 +$763K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$645K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$441K

Sector Composition

1 Technology 2.14%
2 Industrials 1.77%
3 Consumer Discretionary 1.45%
4 Financials 1.09%
5 Healthcare 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-12,136