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

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
451
$17K ﹤0.01%
+300
452
$17K ﹤0.01%
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430
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271
459
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+2,500
461
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463
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291
467
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+679
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469
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94
-230
472
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473
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154
+1
474
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55
+30
475
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204