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
251
$77K 0.02%
400
252
$77K 0.02%
1,164
+400
253
$76K 0.02%
1,300
+800
254
$76K 0.02%
2,965
255
$76K 0.02%
2,975
256
$75K 0.02%
1,286
257
$74K 0.02%
392
258
$74K 0.02%
5,122
259
$74K 0.02%
117
260
$74K 0.02%
271
261
$73K 0.02%
616
+226
262
$73K 0.02%
554
263
$73K 0.02%
1,475
264
$71K 0.02%
3,500
-5,165
265
$71K 0.02%
110
266
$71K 0.02%
3,914
267
$68K 0.02%
258
268
$68K 0.02%
600
269
$68K 0.02%
1,300
270
$67K 0.02%
680
271
$67K 0.02%
7,314
272
$66K 0.02%
+446
273
$66K 0.02%
187
-171
274
$66K 0.02%
871
275
$65K 0.02%
+300
9 10
11
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