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
101
$443K 0.06%
625
+7
102
$441K 0.06%
5,627
+521
103
$434K 0.06%
5,600
+217
104
$432K 0.06%
7,648
+2,244
105
$403K 0.06%
1,486
106
$400K 0.06%
451
+15
107
$394K 0.06%
3,457
108
$391K 0.06%
4,715
109
$389K 0.06%
1,208
110
$385K 0.05%
1,365
111
$378K 0.05%
8,833
+69
112
$376K 0.05%
12,915
-500
113
$375K 0.05%
14,010
+6
114
$374K 0.05%
6,430
-345
115
$372K 0.05%
1,852
116
$367K 0.05%
744
+110
117
$363K 0.05%
6,879
118
$359K 0.05%
7,069
+1
119
$359K 0.05%
2,367
120
$356K 0.05%
2,490
121
$354K 0.05%
2,170
-129
122
$350K 0.05%
598
+23
123
$349K 0.05%
1,840
+203
124
$346K 0.05%
2,463
-211
125
$345K 0.05%
1,669
+7
3 4
5
6 7