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
126
$344K 0.05%
9,118
-550
127
$341K 0.05%
2,002
+139
128
$327K 0.05%
1,166
+185
129
$318K 0.05%
+3,824
130
$316K 0.04%
4,561
131
$315K 0.04%
4,286
+1,758
132
$312K 0.04%
6,270
133
$310K 0.04%
2,530
134
$306K 0.04%
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135
$305K 0.04%
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136
$301K 0.04%
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137
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3,341
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138
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1,558
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139
$298K 0.04%
1,660
140
$294K 0.04%
2,834
+135
141
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2,035
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142
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144
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145
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1,183
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146
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2,122
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147
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4,304
148
$255K 0.04%
1,735
-367
149
$254K 0.04%
5,007
+411
150
$252K 0.04%
3,014
-265
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6
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