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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$17.2M
3
+$17.1M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$12.2M
5
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$8.83M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.48%
2 Technology 1.25%
3 Healthcare 0.87%
4 Industrials 0.86%
5 Materials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$520K 0.38%
+73,751
27
$515K 0.38%
+31,362
28
$475K 0.35%
+4,092
29
$462K 0.34%
+10,716
30
$458K 0.34%
+22,245
31
$436K 0.32%
+43,860
32
$408K 0.3%
+28,576
33
$391K 0.29%
+18,860
34
$383K 0.28%
+3,685
35
$383K 0.28%
+4,000
36
$368K 0.27%
+2,139
37
$339K 0.25%
+3,342
38
$321K 0.24%
+8,860
39
$305K 0.22%
+2,403
40
$284K 0.21%
+13,706
41
$278K 0.2%
+5,785
42
$276K 0.2%
+59,206
43
$270K 0.2%
+6,190
44
$266K 0.19%
+12,611
45
$256K 0.19%
+2,357
46
$254K 0.19%
+2,195
47
$251K 0.18%
+7,560
48
$251K 0.18%
+1,560
49
$246K 0.18%
+8,665
50
$242K 0.18%
+7,625
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