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
276
$65K 0.02%
872
+11
277
$64K 0.02%
1,676
278
$64K 0.02%
1,127
279
$64K 0.02%
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280
$63K 0.02%
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281
$61K 0.01%
1,030
-1
282
$60K 0.01%
91
283
$60K 0.01%
1,400
284
$59K 0.01%
1,700
285
$58K 0.01%
+1,344
286
$57K 0.01%
639
287
$57K 0.01%
+1,823
288
$57K 0.01%
247
289
$57K 0.01%
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290
$57K 0.01%
289
291
$55K 0.01%
635
292
$55K 0.01%
855
293
$55K 0.01%
243
+73
294
$54K 0.01%
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295
$54K 0.01%
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296
$54K 0.01%
5,000
297
$53K 0.01%
2,440
298
$53K 0.01%
233
299
$53K 0.01%
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300
$53K 0.01%
616
10 11
12
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