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
101
$336K 0.08%
1,833
102
$334K 0.08%
1,500
+1,058
103
$334K 0.08%
+18,919
104
$331K 0.08%
1,771
105
$330K 0.08%
8,743
-2,644
106
$326K 0.08%
11,450
-3,550
107
$322K 0.08%
5,685
108
$319K 0.07%
706
109
$318K 0.07%
2,336
110
$311K 0.07%
6,106
+850
111
$309K 0.07%
6,432
-168
112
$301K 0.07%
2,716
-55
113
$290K 0.07%
812
114
$290K 0.07%
6,220
+1,225
115
$281K 0.07%
637
+450
116
$279K 0.07%
13,213
-2,655
117
$275K 0.06%
2,569
118
$271K 0.06%
+4,003
119
$265K 0.06%
1,115
120
$264K 0.06%
+7,669
121
$263K 0.06%
456
+84
122
$263K 0.06%
6,638
+33
123
$262K 0.06%
+9,669
124
$262K 0.06%
6,901
+245
125
$257K 0.06%
2,631
3 4
5
6 7