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
26
$869K 0.36%
36,433
-6,685
27
$830K 0.35%
6,939
+300
28
$783K 0.33%
3,124
+327
29
$749K 0.31%
42,518
-1,860
30
$691K 0.29%
9,740
+160
31
$687K 0.29%
24,434
32
$685K 0.29%
9,280
+27
33
$629K 0.26%
6,893
34
$578K 0.24%
46,824
+12
35
$575K 0.24%
11,640
36
$571K 0.24%
12,247
+161
37
$554K 0.23%
1,790
+125
38
$502K 0.21%
5,176
39
$493K 0.21%
4,300
40
$486K 0.2%
22,254
+700
41
$463K 0.19%
3,688
42
$462K 0.19%
2,586
-47
43
$447K 0.19%
16,242
-19,357
44
$424K 0.18%
5,384
-1,750
45
$407K 0.17%
3,214
+46
46
$407K 0.17%
2,897
+261
47
$405K 0.17%
18,946
+285
48
$404K 0.17%
4,293
-243
49
$381K 0.16%
8,520
+400
50
$379K 0.16%
15,964
+258
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