HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
This Quarter Return
+2.73%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$170M
AUM Growth
+$170M
(+8.5%)
Cap. Flow
+$9.25M
Cap. Flow
% of AUM
5.45%
Top 10 Holdings %
Top 10 Hldgs %
76.76%
Holding
76
New
3
Increased
32
Reduced
10
Closed
2
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$2.87M |
| 2 |
Norfolk Southern
NSC
|
$1.48M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$763K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$645K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$441K |
Top Sells
Sector Composition
| 1 | Technology | 2.14% |
| 2 | Industrials | 1.77% |
| 3 | Consumer Discretionary | 1.45% |
| 4 | Financials | 1.09% |
| 5 | Healthcare | 0.72% |