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
151
$174K 0.05%
1,559
-121
152
$172K 0.05%
2,000
153
$170K 0.05%
2,541
154
$169K 0.05%
1,713
155
$165K 0.04%
1,153
156
$164K 0.04%
7,796
-6,845
157
$162K 0.04%
1,436
+25
158
$160K 0.04%
4,093
159
$159K 0.04%
300
160
$156K 0.04%
7,015
+3,215
161
$155K 0.04%
5,700
162
$154K 0.04%
1,316
163
$147K 0.04%
372
-1
164
$147K 0.04%
4,690
165
$145K 0.04%
980
166
$145K 0.04%
5,245
167
$144K 0.04%
380
168
$144K 0.04%
3,670
169
$144K 0.04%
717
-150
170
$142K 0.04%
5,400
171
$142K 0.04%
2,805
172
$139K 0.04%
600
-51
173
$138K 0.04%
1,605
+116
174
$138K 0.04%
494
+39
175
$136K 0.04%
1,400
5 6
7
8 9