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
276
$25K 0.01%
+1,600
277
$24K 0.01%
+519
278
$24K 0.01%
+1,000
279
$24K 0.01%
+100
280
$24K 0.01%
+2,055
281
$24K 0.01%
+700
282
$23K 0.01%
9,500
-2,000
283
$23K 0.01%
+206
284
$23K 0.01%
+870
285
$23K 0.01%
+396
286
$23K 0.01%
+260
287
$23K 0.01%
+561
288
$23K 0.01%
+939
289
$22K 0.01%
+140
290
$22K 0.01%
+876
291
$21K 0.01%
+508
292
$21K 0.01%
+455
293
$21K 0.01%
+872
294
$21K 0.01%
+1,000
295
$21K 0.01%
+1,250
296
$21K 0.01%
+3,173
297
$20K 0.01%
+330
298
$20K 0.01%
+500
299
$20K 0.01%
+450
300
$20K 0.01%
+430
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