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
101
$293K 0.08%
1,771
102
$279K 0.08%
4,985
-180
103
$275K 0.07%
6,618
+8
104
$275K 0.07%
1,128
+88
105
$272K 0.07%
1,009
+22
106
$272K 0.07%
933
+73
107
$271K 0.07%
4,450
+545
108
$269K 0.07%
586
+114
109
$268K 0.07%
1,117
110
$265K 0.07%
1,115
+50
111
$264K 0.07%
1,164
+21
112
$262K 0.07%
1,768
-258
113
$261K 0.07%
4,581
-418
114
$257K 0.07%
652
+52
115
$254K 0.07%
696
+51
116
$254K 0.07%
1,158
117
$246K 0.07%
8,665
118
$238K 0.06%
798
+100
119
$238K 0.06%
5,000
120
$234K 0.06%
15,766
121
$229K 0.06%
2,700
122
$220K 0.06%
437
123
$219K 0.06%
12,670
124
$207K 0.06%
759
+9
125
$207K 0.06%
2,174
+124
3 4
5
6 7