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
201
$159K 0.02%
3,907
+193
202
$157K 0.02%
2,085
-77
203
$154K 0.02%
3,261
+2,466
204
$151K 0.02%
3,150
-4,677
205
$150K 0.02%
2,000
206
$150K 0.02%
1,060
+20
207
$149K 0.02%
117
208
$149K 0.02%
250
+170
209
$148K 0.02%
1,209
210
$146K 0.02%
+1,700
211
$141K 0.02%
+2,240
212
$141K 0.02%
+1,000
213
$138K 0.02%
3,878
214
$135K 0.02%
5,317
215
$135K 0.02%
3,625
216
$134K 0.02%
446
+28
217
$133K 0.02%
5,619
+326
218
$131K 0.02%
2,145
219
$131K 0.02%
2,683
+1,200
220
$128K 0.02%
2,918
-275
221
$125K 0.02%
3,018
+1,052
222
$123K 0.02%
554
223
$120K 0.02%
772
+689
224
$119K 0.02%
1,421
225
$117K 0.02%
1,250
7 8
9
10 11