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
251
$32K 0.02%
+556
252
$32K 0.02%
+244
253
$31K 0.02%
+1,300
254
$31K 0.02%
+324
255
$31K 0.02%
+600
256
$31K 0.02%
+236
257
$30K 0.01%
+650
258
$30K 0.01%
+230
259
$30K 0.01%
+700
260
$30K 0.01%
+2,076
261
$30K 0.01%
+500
262
$29K 0.01%
+176
263
$29K 0.01%
+329
264
$29K 0.01%
+1,230
265
$28K 0.01%
+2,576
266
$28K 0.01%
+700
267
$28K 0.01%
+289
268
$27K 0.01%
+2,000
269
$27K 0.01%
+375
270
$27K 0.01%
+616
271
$27K 0.01%
+938
272
$26K 0.01%
+656
273
$26K 0.01%
+757
274
$26K 0.01%
+1,570
275
$25K 0.01%
+1,186
9 10
11
12 13