HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
+8.15%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$414M
AUM Growth
+$46.6M
(+13%)
Cap. Flow
+$18.2M
Cap. Flow
% of AUM
4.39%
Top 10 Holdings %
Top 10 Hldgs %
68.03%
Holding
720
New
74
Increased
112
Reduced
81
Closed
27
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$2.5M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$2.46M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.22M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$2.22M |
| 5 |
Schwab International Equity ETF
SCHF
|
$1.85M |
Top Sells
Sector Composition
| 1 | Technology | 4.6% |
| 2 | Industrials | 2.34% |
| 3 | Financials | 2.31% |
| 4 | Consumer Discretionary | 2.02% |
| 5 | Healthcare | 1.88% |
