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
126
$329K 0.05%
2,102
+1,247
127
$324K 0.05%
5,383
+266
128
$323K 0.05%
1,662
+144
129
$323K 0.05%
2,530
+575
130
$321K 0.05%
5,404
-241
131
$307K 0.05%
1,863
-113
132
$302K 0.05%
809
-28
133
$298K 0.04%
4,561
+324
134
$297K 0.04%
+2,961
135
$295K 0.04%
8,826
136
$284K 0.04%
1,809
+1,309
137
$283K 0.04%
1,660
138
$282K 0.04%
20,000
139
$280K 0.04%
634
-39
140
$276K 0.04%
270
+217
141
$276K 0.04%
1,956
+497
142
$269K 0.04%
575
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143
$261K 0.04%
1,637
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144
$261K 0.04%
3,316
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145
$261K 0.04%
13,633
+3,835
146
$260K 0.04%
8,389
+2,320
147
$257K 0.04%
3,279
-250
148
$249K 0.04%
7,163
-756
149
$248K 0.04%
6,976
150
$236K 0.04%
1,998
-28
4 5
6
7 8