HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
This Quarter Return
-5.59%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$380M
AUM Growth
-$9.99M
(-2.6%)
Cap. Flow
+$12.4M
Cap. Flow
% of AUM
3.26%
Top 10 Holdings %
Top 10 Hldgs %
73.12%
Holding
849
New
28
Increased
83
Reduced
172
Closed
168
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$5.03M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$4.74M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$3.98M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$3.93M |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$2.24M |
Top Sells
| 1 |
Visa
V
|
$855K |
| 2 |
Friedman Industries
FRD
|
$720K |
| 3 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$548K |
| 4 |
JPMorgan Diversified Return US Equity ETF
JPUS
|
$476K |
| 5 |
ConocoPhillips
COP
|
$427K |
Sector Composition
| 1 | Technology | 3.65% |
| 2 | Healthcare | 1.75% |
| 3 | Consumer Discretionary | 1.62% |
| 4 | Industrials | 1.58% |
| 5 | Financials | 1.44% |
