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
126
$203K 0.06%
833
+23
127
$201K 0.05%
2,411
-400
128
$200K 0.05%
2,345
+228
129
$199K 0.05%
2,553
130
$199K 0.05%
466
+205
131
$196K 0.05%
4,179
+96
132
$195K 0.05%
2,569
133
$194K 0.05%
3,329
-1,114
134
$194K 0.05%
8,000
135
$191K 0.05%
4,520
136
$188K 0.05%
906
137
$187K 0.05%
1,458
138
$186K 0.05%
213
139
$186K 0.05%
1,871
+35
140
$185K 0.05%
1,599
-413
141
$185K 0.05%
317
+54
142
$185K 0.05%
3,398
143
$183K 0.05%
7,580
144
$183K 0.05%
525
145
$182K 0.05%
948
146
$182K 0.05%
4,895
+190
147
$180K 0.05%
2,960
-100
148
$180K 0.05%
+6,895
149
$176K 0.05%
3,815
150
$175K 0.05%
1,660
4 5
6
7 8