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
326
$40K 0.01%
1,248
327
$40K 0.01%
1,539
-913
328
$40K 0.01%
2,000
329
$40K 0.01%
556
330
$38K 0.01%
256
331
$38K 0.01%
722
+242
332
$38K 0.01%
393
-40
333
$38K 0.01%
58
334
$37K 0.01%
435
+46
335
$37K 0.01%
1,400
336
$37K 0.01%
4,920
+450
337
$36K 0.01%
538
-343
338
$36K 0.01%
139
+25
339
$35K 0.01%
181
340
$35K 0.01%
700
341
$35K 0.01%
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342
$35K 0.01%
1,600
343
$34K 0.01%
150
344
$34K 0.01%
290
345
$34K 0.01%
230
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346
$34K 0.01%
400
347
$34K 0.01%
248
348
$33K 0.01%
1,000
349
$33K 0.01%
375
350
$33K 0.01%
170
12 13
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