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
351
$35K 0.01%
375
352
$35K 0.01%
210
353
$34K 0.01%
25
354
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400
355
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356
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530
357
$32K 0.01%
684
-38
358
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2,060
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359
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360
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450
-14
361
$32K 0.01%
200
362
$31K 0.01%
+75
363
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266
364
$31K 0.01%
560
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365
$31K 0.01%
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366
$31K 0.01%
4,920
367
$30K 0.01%
246
368
$30K 0.01%
2,000
369
$30K 0.01%
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370
$30K 0.01%
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372
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373
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561
374
$30K 0.01%
2,600
-1,066
375
$30K 0.01%
1,432
13 14
15
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