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
101
$404K 0.06%
2,028
+1,722
102
$399K 0.06%
+2,299
103
$389K 0.06%
13,415
+7,965
104
$383K 0.06%
2,584
+2,540
105
$382K 0.06%
5,106
106
$380K 0.06%
3,609
+2,209
107
$379K 0.06%
1,370
+1,255
108
$378K 0.06%
4,715
109
$377K 0.06%
1,208
-27
110
$376K 0.06%
981
+20
111
$371K 0.06%
2,058
+1,500
112
$371K 0.06%
436
-3
113
$366K 0.06%
6,775
+75
114
$363K 0.05%
1,365
115
$359K 0.05%
3,457
-149
116
$356K 0.05%
2,367
+126
117
$355K 0.05%
2,699
+59
118
$346K 0.05%
14,004
-1,548
119
$344K 0.05%
1,486
120
$340K 0.05%
8,764
+1,022
121
$340K 0.05%
6,879
+250
122
$338K 0.05%
9,668
+56
123
$338K 0.05%
1,852
+220
124
$335K 0.05%
7,068
+1
125
$335K 0.05%
+2,674
3 4
5
6 7