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
201
$162K 0.02%
4,617
-1,420
202
$160K 0.02%
930
+330
203
$159K 0.02%
1,209
204
$158K 0.02%
2,000
205
$157K 0.02%
3,577
-330
206
$156K 0.02%
1,500
-350
207
$155K 0.02%
861
+89
208
$155K 0.02%
1,600
-100
209
$155K 0.02%
5,317
210
$148K 0.02%
3,150
211
$148K 0.02%
976
-35
212
$148K 0.02%
2,145
213
$148K 0.02%
3,500
214
$147K 0.02%
5,057
-562
215
$144K 0.02%
1,354
216
$143K 0.02%
1,581
+270
217
$142K 0.02%
3,625
218
$140K 0.02%
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219
$138K 0.02%
1,801
-270
220
$137K 0.02%
946
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221
$134K 0.02%
265
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222
$132K 0.02%
568
+17
223
$131K 0.02%
400
224
$130K 0.02%
1,360
-960
225
$129K 0.02%
2,074
7 8
9
10 11