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
76
$653K 0.1%
14,327
+7,527
77
$649K 0.1%
16,314
+284
78
$648K 0.1%
2,470
+720
79
$638K 0.1%
10,018
+4,160
80
$635K 0.1%
25,240
-320
81
$622K 0.09%
10,623
+203
82
$621K 0.09%
7,625
83
$619K 0.09%
3,894
-985
84
$601K 0.09%
2,758
+28
85
$596K 0.09%
6,100
86
$590K 0.09%
10,673
87
$581K 0.09%
3,978
+565
88
$566K 0.09%
21,324
-595
89
$558K 0.08%
5,744
-2,023
90
$550K 0.08%
9,998
+878
91
$538K 0.08%
5,309
+4,450
92
$537K 0.08%
2,371
-28
93
$521K 0.08%
4,208
-110
94
$510K 0.08%
16,990
+7,700
95
$505K 0.08%
991
-44
96
$495K 0.07%
4,935
+2,065
97
$453K 0.07%
832
+124
98
$417K 0.06%
618
-16
99
$416K 0.06%
1,664
-44
100
$407K 0.06%
2,490
2 3
4
5 6