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
$368M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.86M
3
+$2.01M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.89M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.88M

Top Sells

1
+$842K
2
+$510K
3
+$300K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$283K
5
AAPL icon
Apple
AAPL
+$169K

Sector Composition

1 Technology 4.42%
2 Financials 2.43%
3 Industrials 2.23%
4 Healthcare 1.99%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$397K 0.11%
1,781
+35
77
$391K 0.11%
6,200
78
$390K 0.11%
25,250
79
$378K 0.1%
3,611
80
$375K 0.1%
1,062
+10
81
$364K 0.1%
1,486
+86
82
$358K 0.1%
3,176
83
$355K 0.1%
+15,000
84
$354K 0.1%
2,852
85
$353K 0.1%
881
86
$352K 0.1%
1,833
-55
87
$345K 0.09%
15,868
+1,080
88
$344K 0.09%
6,684
89
$343K 0.09%
650
+42
90
$339K 0.09%
6,109
91
$337K 0.09%
1,365
92
$333K 0.09%
6,561
-5,920
93
$332K 0.09%
6,953
+298
94
$324K 0.09%
7,481
95
$323K 0.09%
8,220
+245
96
$302K 0.08%
2,591
-42
97
$301K 0.08%
2,060
+1,300
98
$301K 0.08%
13,850
-3,269
99
$298K 0.08%
2,648
100
$297K 0.08%
14,840
+3,200
2 3
4
5 6