HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Est. Return
12.92%
1 Year Est. Return
+12.92%
AUM
$368M
AUM Growth
+$86K
(+0.02%)
Holding
683
Top Buys
| 1 | +$1.24M | |
| 2 | +$951K | |
| 3 | +$930K | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$821K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$512K |
Top Sells
| 1 | +$2.51M | |
| 2 | +$206K | |
| 3 | +$181K | |
| 4 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
+$178K |
| 5 |
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% |