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
$205M
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$6.17M
3
+$4.01M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.45M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$2.04M

Top Sells

1
+$1.14M
2
+$609K
3
+$517K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$434K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$298K

Sector Composition

1 Technology 3.36%
2 Financials 2.53%
3 Healthcare 2%
4 Industrials 1.81%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$836K 0.41%
35,599
+5,024
27
$760K 0.37%
9,046
-1,265
28
$730K 0.36%
6,639
+2,449
29
$726K 0.35%
44,378
-1,690
30
$679K 0.33%
9,253
+67
31
$663K 0.32%
24,434
-8,738
32
$557K 0.27%
9,580
+2,660
33
$550K 0.27%
6,893
-181
34
$522K 0.25%
2,797
+377
35
$505K 0.25%
7,134
+1,342
36
$503K 0.25%
11,640
+980
37
$481K 0.23%
2,633
38
$478K 0.23%
46,812
-306
39
$475K 0.23%
12,086
+2,167
40
$465K 0.23%
5,176
41
$457K 0.22%
21,554
-1,166
42
$443K 0.22%
4,300
+300
43
$442K 0.22%
3,688
-59
44
$430K 0.21%
1,665
+581
45
$408K 0.2%
4,536
+1,744
46
$391K 0.19%
18,661
-2,214
47
$368K 0.18%
3,168
+280
48
$359K 0.18%
8,120
+3,346
49
$348K 0.17%
8,802
-44
50
$346K 0.17%
2,636
+560
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2
3 4 5