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
$205M
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$6.17M
3
+$4.01M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.45M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$2.04M

Top Sells

1
+$1.14M
2
+$609K
3
+$517K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$434K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$298K

Sector Composition

1 Technology 3.36%
2 Financials 2.53%
3 Healthcare 2%
4 Industrials 1.81%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41K 0.02%
+244
227
$41K 0.02%
+472
228
$41K 0.02%
+1,069
229
$40K 0.02%
+335
230
$40K 0.02%
+2,079
231
$40K 0.02%
+1,508
232
$39K 0.02%
+1,400
233
$39K 0.02%
+1,248
234
$39K 0.02%
+3,032
235
$37K 0.02%
+742
236
$37K 0.02%
+258
237
$36K 0.02%
+2,773
238
$35K 0.02%
+697
239
$35K 0.02%
+400
240
$34K 0.02%
+769
241
$34K 0.02%
+341
242
$33K 0.02%
+389
243
$33K 0.02%
+1,211
244
$33K 0.02%
+177
245
$32K 0.02%
+200
246
$32K 0.02%
+950
247
$32K 0.02%
+110
248
$32K 0.02%
+800
249
$32K 0.02%
+3,914
250
$32K 0.02%
+700
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