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
276
$28K 0.01%
934
+300
277
$28K 0.01%
375
278
$28K 0.01%
140
279
$28K 0.01%
2,000
280
$28K 0.01%
939
281
$27K 0.01%
396
282
$27K 0.01%
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283
$27K 0.01%
682
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284
$26K 0.01%
508
285
$26K 0.01%
540
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286
$26K 0.01%
+800
287
$26K 0.01%
250
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288
$26K 0.01%
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289
$26K 0.01%
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290
$25K 0.01%
9,500
291
$25K 0.01%
656
292
$24K 0.01%
459
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293
$24K 0.01%
561
294
$23K 0.01%
450
295
$23K 0.01%
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296
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297
$22K 0.01%
2,000
298
$22K 0.01%
1,000
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299
$21K 0.01%
354
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300
$20K 0.01%
600
+500
10 11
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