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
376
$30K 0.01%
450
377
$29K 0.01%
588
378
$29K 0.01%
400
379
$29K 0.01%
3,560
380
$28K 0.01%
+325
381
$28K 0.01%
156
382
$28K 0.01%
188
383
$28K 0.01%
305
384
$28K 0.01%
1,039
-500
385
$28K 0.01%
1,500
386
$28K 0.01%
122
+3
387
$28K 0.01%
600
388
$27K 0.01%
460
389
$27K 0.01%
700
390
$27K 0.01%
665
391
$26K 0.01%
+960
392
$26K 0.01%
1,000
393
$26K 0.01%
633
+133
394
$25K 0.01%
408
395
$25K 0.01%
175
396
$25K 0.01%
900
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397
$25K 0.01%
118
398
$25K 0.01%
+110
399
$25K 0.01%
830
-22
400
$25K 0.01%
+152
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