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
251
$37K 0.02%
757
252
$37K 0.02%
600
253
$37K 0.02%
556
254
$36K 0.02%
289
255
$35K 0.01%
700
256
$35K 0.01%
324
257
$35K 0.01%
400
258
$35K 0.01%
3,914
259
$35K 0.01%
336
+151
260
$34K 0.01%
389
261
$34K 0.01%
616
262
$33K 0.01%
1,300
263
$33K 0.01%
1,400
264
$33K 0.01%
870
265
$32K 0.01%
260
266
$31K 0.01%
519
267
$31K 0.01%
1,011
+135
268
$31K 0.01%
1,000
269
$30K 0.01%
240
+34
270
$30K 0.01%
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271
$30K 0.01%
91
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272
$30K 0.01%
500
273
$30K 0.01%
2,367
+2,007
274
$29K 0.01%
1,138
+200
275
$28K 0.01%
1,000
9 10
11
12 13