HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
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
+$2.45M
2
+$2.41M
3
+$2.24M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.17M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.87M

Top Sells

1
+$413K
2
+$267K
3
+$175K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$167K
5
WTRE icon
WisdomTree New Economy Real Estate Fund
WTRE
+$156K

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
326
$43K 0.01%
1,248
327
$43K 0.01%
200
328
$43K 0.01%
1,200
329
$43K 0.01%
1,355
330
$42K 0.01%
1,400
331
$42K 0.01%
396
-720
332
$42K 0.01%
2,773
333
$42K 0.01%
1,223
334
$42K 0.01%
2,000
335
$42K 0.01%
393
336
$41K 0.01%
+395
337
$40K 0.01%
1,400
338
$40K 0.01%
1,034
+527
339
$40K 0.01%
586
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340
$39K 0.01%
58
341
$38K 0.01%
230
342
$38K 0.01%
500
-58
343
$38K 0.01%
1,600
344
$37K 0.01%
435
345
$36K 0.01%
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347
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248
348
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+1,440
349
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165
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350
$35K 0.01%
200
12 13
14
15 16