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
$428M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$9.11M
3
+$7.57M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.57M

Top Sells

1
+$12.7M
2
+$1.55M
3
+$906K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$376K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$348K

Sector Composition

1 Technology 4.65%
2 Financials 2.35%
3 Industrials 2.25%
4 Healthcare 2.03%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$456K 0.11%
7,354
-10
77
$449K 0.11%
880
+3
78
$444K 0.1%
1,835
79
$431K 0.1%
11,098
80
$427K 0.1%
3,060
81
$426K 0.1%
3,597
+1,913
82
$419K 0.1%
1,007
-80
83
$415K 0.1%
17,938
-1,730
84
$405K 0.09%
7,753
85
$402K 0.09%
2,988
-19
86
$402K 0.09%
1,767
87
$391K 0.09%
10,955
+100
88
$387K 0.09%
7,808
+37
89
$377K 0.09%
+11,128
90
$374K 0.09%
10,163
+9,663
91
$371K 0.09%
2,215
+501
92
$358K 0.08%
1,426
+417
93
$356K 0.08%
10,055
+1,100
94
$347K 0.08%
1,365
95
$344K 0.08%
14,645
-900
96
$344K 0.08%
19,288
+4,569
97
$344K 0.08%
7,100
+5,206
98
$342K 0.08%
5,000
99
$342K 0.08%
951
+3
100
$336K 0.08%
6,482
+2,400
2 3
4
5 6