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
$414M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.46M
3
+$2.22M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.22M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.85M

Top Sells

1
+$430K
2
+$266K
3
+$180K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$172K
5
WTRE icon
WisdomTree New Economy Real Estate Fund
WTRE
+$153K

Sector Composition

1 Technology 4.6%
2 Industrials 2.34%
3 Financials 2.31%
4 Consumer Discretionary 2.02%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$93K 0.02%
412
227
$93K 0.02%
1,235
228
$92K 0.02%
972
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229
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230
$91K 0.02%
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231
$88K 0.02%
2,600
232
$87K 0.02%
1,570
233
$87K 0.02%
1,109
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234
$86K 0.02%
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235
$86K 0.02%
2,900
236
$85K 0.02%
575
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237
$84K 0.02%
148
238
$83K 0.02%
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239
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241
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241
$83K 0.02%
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242
$82K 0.02%
34
243
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246
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247
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248
$79K 0.02%
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249
$79K 0.02%
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250
$78K 0.02%
910
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10
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