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
$239M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.99M
3
+$810K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$725K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$641K

Top Sells

1
+$6.95M
2
+$1.21M
3
+$869K
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$533K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$280K

Sector Composition

1 Technology 3.95%
2 Financials 2.55%
3 Healthcare 1.94%
4 Consumer Discretionary 1.85%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
40
452
$3K ﹤0.01%
+28
453
$3K ﹤0.01%
+96
454
$2K ﹤0.01%
34
455
$2K ﹤0.01%
+10
456
$2K ﹤0.01%
3
457
$2K ﹤0.01%
26
458
$2K ﹤0.01%
189
459
$2K ﹤0.01%
102
460
$2K ﹤0.01%
550
461
$2K ﹤0.01%
35
462
$2K ﹤0.01%
+100
463
$2K ﹤0.01%
1,000
464
$2K ﹤0.01%
590
465
$2K ﹤0.01%
115
466
$1K ﹤0.01%
47
467
$1K ﹤0.01%
95
468
$1K ﹤0.01%
100
469
$1K ﹤0.01%
150
470
$1K ﹤0.01%
20
471
$1K ﹤0.01%
24
+14
472
$1K ﹤0.01%
300
473
$1K ﹤0.01%
5
474
$1K ﹤0.01%
28
-344
475
$1K ﹤0.01%
+36
17 18
19
20 21