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
176
$136K 0.04%
572
177
$134K 0.04%
554
+54
178
$132K 0.04%
1,670
179
$130K 0.04%
1,092
180
$130K 0.04%
4,593
+82
181
$128K 0.03%
1,518
182
$126K 0.03%
10,000
183
$124K 0.03%
558
+58
184
$124K 0.03%
632
185
$123K 0.03%
877
-23
186
$122K 0.03%
4,170
187
$121K 0.03%
3,325
188
$118K 0.03%
932
+28
189
$115K 0.03%
805
190
$110K 0.03%
4,550
-100
191
$108K 0.03%
1,800
192
$107K 0.03%
1,245
-120
193
$107K 0.03%
5,291
194
$107K 0.03%
2,352
-909
195
$107K 0.03%
5,651
+90
196
$106K 0.03%
1,541
-200
197
$106K 0.03%
1,071
+88
198
$105K 0.03%
1,147
199
$104K 0.03%
418
200
$104K 0.03%
2,480
6 7
8
9 10