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
201
$119K 0.03%
2,366
-7,480
202
$118K 0.03%
990
+10
203
$117K 0.03%
1,518
204
$115K 0.03%
1,102
205
$115K 0.03%
1,800
206
$114K 0.03%
2,132
+36
207
$114K 0.03%
694
208
$113K 0.03%
10,000
209
$112K 0.03%
3,500
210
$112K 0.03%
1,650
+50
211
$110K 0.03%
848
+10
212
$107K 0.03%
469
213
$106K 0.02%
3,356
214
$105K 0.02%
794
215
$105K 0.02%
1,000
216
$105K 0.02%
3,130
217
$104K 0.02%
18,000
218
$104K 0.02%
6,126
+124
219
$102K 0.02%
+408
220
$101K 0.02%
1,147
221
$99K 0.02%
887
-1
222
$98K 0.02%
388
+48
223
$98K 0.02%
1,300
224
$97K 0.02%
+825
225
$96K 0.02%
526
-2
7 8
9
10 11