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
$368M
AUM Growth
+$86K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$951K
3
+$930K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$821K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$512K

Top Sells

1
+$2.51M
2
+$206K
3
+$181K
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$178K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$166K

Sector Composition

1 Technology 4.4%
2 Financials 2.49%
3 Industrials 2.03%
4 Healthcare 1.99%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.36%
8,876
-670
27
$1.32M 0.36%
5,454
28
$1.31M 0.36%
5,881
29
$1.26M 0.34%
9,420
-220
30
$1.18M 0.32%
12,534
31
$1.08M 0.29%
3,285
32
$1.05M 0.29%
88,430
-2,849
33
$1.05M 0.28%
16,898
34
$962K 0.26%
42,128
35
$953K 0.26%
10,659
36
$946K 0.26%
15,687
+2,502
37
$932K 0.25%
30,575
38
$835K 0.23%
28,970
39
$821K 0.22%
1,905
+65
40
$810K 0.22%
6,893
41
$803K 0.22%
4,300
42
$802K 0.22%
5,735
43
$777K 0.21%
30,930
44
$774K 0.21%
2,835
45
$767K 0.21%
15,116
+8,555
46
$733K 0.2%
42,288
+12
47
$732K 0.2%
9,751
-89
48
$729K 0.2%
4,456
49
$711K 0.19%
13,054
50
$705K 0.19%
6,141
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