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
$368M
AUM Growth
+$86K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$951K
3
+$930K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$821K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$512K

Top Sells

1
+$2.51M
2
+$206K
3
+$181K
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$178K
5
RWO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$49K 0.01%
247
+146
302
$49K 0.01%
616
303
$49K 0.01%
890
304
$49K 0.01%
+1,125
305
$47K 0.01%
120
+11
306
$47K 0.01%
324
307
$45K 0.01%
700
308
$45K 0.01%
1,085
309
$45K 0.01%
855
310
$44K 0.01%
904
+50
311
$44K 0.01%
307
-10
312
$44K 0.01%
2,076
313
$44K 0.01%
764
314
$44K 0.01%
200
-18
315
$42K 0.01%
1,300
316
$42K 0.01%
887
317
$42K 0.01%
25
318
$42K 0.01%
2,773
319
$42K 0.01%
200
320
$42K 0.01%
+1,223
321
$41K 0.01%
1,153
322
$41K 0.01%
790
323
$41K 0.01%
1,200
324
$40K 0.01%
+1,400
325
$40K 0.01%
1,300
11 12
13
14 15