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
$705M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.86M
3
+$1.98M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$921K

Top Sells

1
+$11.8M
2
+$2.41M
3
+$2.18M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$779K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$747K

Sector Composition

1 Technology 4.59%
2 Financials 2.34%
3 Consumer Discretionary 2.28%
4 Industrials 2.04%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$189K 0.03%
6,538
-250
177
$188K 0.03%
1,376
+79
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$187K 0.03%
2,880
-15
179
$183K 0.03%
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$182K 0.03%
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181
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182
$181K 0.03%
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183
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184
$180K 0.03%
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185
$179K 0.03%
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186
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187
$178K 0.03%
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188
$178K 0.03%
17,730
-10,909
189
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632
190
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191
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194
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195
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117
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197
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198
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199
$165K 0.02%
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200
$164K 0.02%
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