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
1
$134M 19.01%
4,756,983
+172,638
2
$90.3M 12.81%
3,468,504
-92,480
3
$89.4M 12.67%
4,029,786
-532,554
4
$31.4M 4.46%
1,068,588
+282,414
5
$30.8M 4.37%
563,921
+20,086
6
$28.9M 4.1%
621,761
+42,605
7
$25M 3.55%
256,752
+9,456
8
$23.8M 3.38%
1,159,804
-37,870
9
$16M 2.27%
497,003
-2,200
10
$14.4M 2.04%
519,066
-15,297
11
$13.2M 1.87%
66,657
-2,875
12
$12.8M 1.82%
55,090
+1,863
13
$11.3M 1.6%
437,546
-21,106
14
$10.5M 1.48%
279,820
+11,835
15
$8.21M 1.16%
19,077
+283
16
$7.39M 1.05%
39,634
+479
17
$4.12M 0.58%
45,104
-2,942
18
$3.48M 0.49%
43,315
-27,155
19
$3.33M 0.47%
8,684
+1,937
20
$2.84M 0.4%
60,649
-625
21
$2.75M 0.39%
22,970
-1,010
22
$2.7M 0.38%
6,661
+92
23
$2.56M 0.36%
85,806
24
$2.48M 0.35%
25,551
+692
25
$2.47M 0.35%
24,474
+2,955
1
2 3 4 5