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
1
$72.9M 19.83%
2,893,041
+160,968
2
$49.3M 13.42%
2,839,350
+84,540
3
$39.4M 10.7%
2,156,872
+110,200
4
$26.9M 7.32%
1,032,000
+72,276
5
$17.3M 4.7%
234,989
+8,270
6
$9.82M 2.67%
96,451
+9,710
7
$8.78M 2.39%
337,188
+36,644
8
$7.91M 2.15%
245,153
+14,492
9
$7.38M 2.01%
47,705
-81
10
$7.22M 1.96%
365,906
+44,356
11
$6.11M 1.66%
44,601
-1,237
12
$4.24M 1.15%
43,827
-124
13
$3.44M 0.93%
12,692
+395
14
$3.2M 0.87%
62,447
+2,589
15
$3.14M 0.85%
60,907
-5,506
16
$3.03M 0.82%
91,136
+5,309
17
$2.87M 0.78%
55,043
+1,087
18
$2.86M 0.78%
+94,644
19
$2.7M 0.73%
148,884
-5,670
20
$2.6M 0.71%
31,453
-1,450
21
$2.6M 0.71%
95,526
-524
22
$2.49M 0.68%
9,375
-29
23
$2.33M 0.63%
13,520
+100
24
$1.91M 0.52%
25,826
+25,439
25
$1.44M 0.39%
9,546
1
2 3 4 5