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
+$86K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$951K
3
+$930K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$821K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$512K

Top Sells

1
+$2.51M
2
+$206K
3
+$181K
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$178K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$166K

Sector Composition

1 Technology 4.4%
2 Financials 2.49%
3 Industrials 2.03%
4 Healthcare 1.99%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$85K 0.02%
148
227
$85K 0.02%
2,900
228
$83K 0.02%
2,343
+75
229
$82K 0.02%
5,900
230
$82K 0.02%
1,120
231
$81K 0.02%
34
232
$81K 0.02%
3,130
233
$80K 0.02%
2,679
234
$80K 0.02%
2,600
235
$80K 0.02%
528
-125
236
$79K 0.02%
1,570
237
$78K 0.02%
5,122
238
$78K 0.02%
740
239
$78K 0.02%
3,500
240
$77K 0.02%
1,226
-2,103
241
$77K 0.02%
5,169
242
$77K 0.02%
1,406
+28
243
$77K 0.02%
200
-25
244
$76K 0.02%
2,965
245
$76K 0.02%
2,975
246
$74K 0.02%
900
247
$73K 0.02%
18,322
248
$73K 0.02%
1,475
249
$73K 0.02%
117
250
$71K 0.02%
1,145
+46
8 9
10
11 12