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
251
$71K 0.02%
280
252
$71K 0.02%
241
253
$69K 0.02%
400
254
$69K 0.02%
910
255
$69K 0.02%
3,914
256
$68K 0.02%
276
257
$68K 0.02%
1,286
+100
258
$68K 0.02%
110
259
$68K 0.02%
271
-35
260
$67K 0.02%
655
261
$67K 0.02%
1,421
262
$66K 0.02%
392
+1
263
$66K 0.02%
680
264
$65K 0.02%
1,127
265
$65K 0.02%
558
266
$64K 0.02%
861
+37
267
$64K 0.02%
1,300
268
$64K 0.02%
1,182
269
$62K 0.02%
1,700
270
$62K 0.02%
258
271
$60K 0.02%
2,000
272
$59K 0.02%
1,031
273
$59K 0.02%
+1,676
274
$59K 0.02%
7,314
275
$58K 0.02%
390
+116
9 10
11
12 13