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
126
$256K 0.06%
434
-3
127
$253K 0.06%
6,747
+4,068
128
$250K 0.06%
14,769
129
$246K 0.06%
1,936
+536
130
$244K 0.06%
2,411
131
$244K 0.06%
1,352
132
$244K 0.06%
1,252
-410
133
$243K 0.06%
650
134
$241K 0.06%
4,610
135
$239K 0.06%
11,249
-16,385
136
$235K 0.05%
5,010
-1,521
137
$232K 0.05%
2,080
+400
138
$226K 0.05%
10,793
+8,687
139
$216K 0.05%
+3,930
140
$216K 0.05%
1,006
-315
141
$213K 0.05%
4,284
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142
$210K 0.05%
2,700
143
$209K 0.05%
1,091
144
$208K 0.05%
14,385
145
$207K 0.05%
1,368
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146
$206K 0.05%
825
147
$203K 0.05%
2,047
-237
148
$193K 0.05%
4,520
149
$189K 0.04%
8,000
+2,000
150
$189K 0.04%
6,170
+2,000
4 5
6
7 8