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
151
$235K 0.04%
+28,639
152
$234K 0.04%
405
+34
153
$232K 0.03%
4,596
154
$227K 0.03%
2,061
+1,900
155
$223K 0.03%
+2,750
156
$222K 0.03%
6,270
157
$220K 0.03%
5,012
158
$220K 0.03%
4,304
159
$220K 0.03%
1,030
+76
160
$219K 0.03%
1,580
+1,250
161
$215K 0.03%
3,400
+2,900
162
$215K 0.03%
3,730
+200
163
$213K 0.03%
2,895
-238
164
$213K 0.03%
1,233
+132
165
$212K 0.03%
1,235
+720
166
$206K 0.03%
710
+700
167
$206K 0.03%
3,500
168
$205K 0.03%
1,160
169
$203K 0.03%
2,320
+2,280
170
$202K 0.03%
343
+80
171
$201K 0.03%
3,985
+3,900
172
$199K 0.03%
4,140
+553
173
$194K 0.03%
49
+9
174
$194K 0.03%
2,000
175
$190K 0.03%
15,181
+378
5 6
7
8 9