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
201
$102K 0.03%
1,600
202
$102K 0.03%
5,450
203
$100K 0.03%
3,900
204
$100K 0.03%
6,500
205
$99K 0.03%
1,368
+61
206
$99K 0.03%
1,356
-28
207
$98K 0.03%
1,014
208
$98K 0.03%
984
209
$98K 0.03%
653
210
$97K 0.03%
5,300
211
$96K 0.03%
1,235
212
$94K 0.03%
1,868
-499
213
$94K 0.03%
700
214
$93K 0.03%
469
-37
215
$93K 0.03%
412
216
$92K 0.03%
14,000
217
$91K 0.02%
571
218
$89K 0.02%
2,268
+375
219
$89K 0.02%
554
+185
220
$89K 0.02%
870
+70
221
$88K 0.02%
1,452
+170
222
$87K 0.02%
148
223
$87K 0.02%
2,900
224
$86K 0.02%
2,679
225
$85K 0.02%
207
7 8
9
10 11