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
176
$188K 0.03%
4,563
+299
177
$188K 0.03%
851
+533
178
$187K 0.03%
3,183
+3,058
179
$186K 0.03%
594
180
$185K 0.03%
4,520
181
$184K 0.03%
11,670
182
$184K 0.03%
1,011
-22
183
$183K 0.03%
719
+118
184
$182K 0.03%
1,830
+116
185
$181K 0.03%
4,960
+920
186
$180K 0.03%
6,788
+1,768
187
$179K 0.03%
738
188
$178K 0.03%
1,297
-16
189
$177K 0.03%
6,311
+538
190
$173K 0.03%
2,528
191
$167K 0.03%
632
192
$167K 0.03%
2,071
+920
193
$166K 0.02%
+6,037
194
$165K 0.02%
1,850
+1,700
195
$164K 0.02%
3,460
196
$164K 0.02%
+1,250
197
$162K 0.02%
1,174
198
$161K 0.02%
1,660
199
$161K 0.02%
+937
200
$159K 0.02%
+938
6 7
8
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