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
$428M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$9.11M
3
+$7.57M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.57M

Top Sells

1
+$12.7M
2
+$1.55M
3
+$906K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$376K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$348K

Sector Composition

1 Technology 4.65%
2 Financials 2.35%
3 Industrials 2.25%
4 Healthcare 2.03%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$141K 0.03%
5,450
+1,050
177
$141K 0.03%
4,690
178
$140K 0.03%
565
179
$140K 0.03%
1,454
+154
180
$139K 0.03%
11,750
181
$138K 0.03%
2,480
182
$135K 0.03%
594
+10
183
$135K 0.03%
904
184
$134K 0.03%
1,588
+27
185
$134K 0.03%
3,670
186
$134K 0.03%
1,155
+110
187
$133K 0.03%
5,400
188
$132K 0.03%
624
189
$132K 0.03%
632
190
$130K 0.03%
1,046
+98
191
$129K 0.03%
1,489
-116
192
$127K 0.03%
547
193
$127K 0.03%
2,703
-1,538
194
$127K 0.03%
6,500
195
$126K 0.03%
1,517
196
$125K 0.03%
1,235
197
$124K 0.03%
1,144
+528
198
$124K 0.03%
300
199
$123K 0.03%
1,670
200
$121K 0.03%
1,581
+111
6 7
8
9 10