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
$705M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.86M
3
+$1.98M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$921K

Top Sells

1
+$11.8M
2
+$2.41M
3
+$2.18M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$779K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$747K

Sector Composition

1 Technology 4.59%
2 Financials 2.34%
3 Consumer Discretionary 2.28%
4 Industrials 2.04%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$670K 0.1%
3,551
-343
77
$662K 0.09%
10,623
78
$657K 0.09%
9,150
-868
79
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2,725
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80
$642K 0.09%
16,170
-144
81
$641K 0.09%
10,673
82
$641K 0.09%
7,625
83
$626K 0.09%
12,263
-2,064
84
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2,259
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85
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24,720
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86
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3,811
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87
$617K 0.09%
1,055
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88
$610K 0.09%
9,998
89
$609K 0.09%
20,867
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90
$606K 0.09%
18,795
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94
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4,794
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95
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912
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96
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4,222
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97
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1,700
+36
98
$456K 0.06%
3,488
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99
$450K 0.06%
1,391
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100
$444K 0.06%
1,064
+255
2 3
4
5 6