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
$156M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$703K
2
+$578K
3
+$559K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$483K
5
MSFT icon
Microsoft
MSFT
+$442K

Top Sells

1
+$2M
2
+$402K
3
+$303K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$231K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$169K

Sector Composition

1 Technology 2.03%
2 Consumer Discretionary 1.45%
3 Industrials 0.99%
4 Healthcare 0.95%
5 Financials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$599K 0.38%
28,213
-235
27
$574K 0.37%
31,452
+90
28
$566K 0.36%
73,751
29
$494K 0.32%
43,866
+6
30
$470K 0.3%
22,245
31
$454K 0.29%
28,576
32
$437K 0.28%
4,000
33
$433K 0.28%
8,686
-174
34
$412K 0.26%
3,492
-600
35
$411K 0.26%
+6,942
36
$396K 0.25%
3,595
-90
37
$391K 0.25%
2,888
+485
38
$391K 0.25%
18,610
-250
39
$383K 0.25%
1,994
-145
40
$382K 0.24%
7,551
-3,165
41
$353K 0.23%
+6,546
42
$353K 0.23%
59,206
43
$331K 0.21%
6,715
+930
44
$323K 0.21%
+5,617
45
$306K 0.2%
13,706
46
$290K 0.19%
+4,920
47
$285K 0.18%
2,195
48
$283K 0.18%
1,693
-22
49
$279K 0.18%
7,625
50
$277K 0.18%
7,300
-260
1
2
3