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
$239M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.99M
3
+$810K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$725K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$641K

Top Sells

1
+$6.95M
2
+$1.21M
3
+$869K
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$533K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$280K

Sector Composition

1 Technology 3.95%
2 Financials 2.55%
3 Healthcare 1.94%
4 Consumer Discretionary 1.85%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$50K 0.02%
442
227
$50K 0.02%
1,970
228
$48K 0.02%
1,031
229
$48K 0.02%
2,079
230
$47K 0.02%
1,512
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231
$47K 0.02%
1,248
232
$47K 0.02%
900
+200
233
$46K 0.02%
1,360
+4
234
$45K 0.02%
639
235
$45K 0.02%
887
236
$45K 0.02%
785
+43
237
$45K 0.02%
110
238
$44K 0.02%
258
239
$44K 0.02%
3,815
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240
$43K 0.02%
335
241
$43K 0.02%
+5,900
242
$43K 0.02%
+3,460
243
$42K 0.02%
300
-200
244
$41K 0.02%
200
245
$40K 0.02%
233
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246
$40K 0.02%
778
+9
247
$39K 0.02%
2,076
248
$39K 0.02%
2,773
249
$38K 0.02%
176
250
$37K 0.02%
2,576
8 9
10
11 12