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
$414M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.46M
3
+$2.22M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.22M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.85M

Top Sells

1
+$430K
2
+$266K
3
+$180K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$172K
5
WTRE icon
WisdomTree New Economy Real Estate Fund
WTRE
+$153K

Sector Composition

1 Technology 4.6%
2 Industrials 2.34%
3 Financials 2.31%
4 Consumer Discretionary 2.02%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.37%
28,791
27
$1.45M 0.35%
8,876
28
$1.4M 0.34%
5,454
29
$1.35M 0.33%
9,340
-80
30
$1.31M 0.32%
22,211
+6,524
31
$1.28M 0.31%
5,904
+23
32
$1.15M 0.28%
16,797
-101
33
$1.13M 0.27%
11,874
-660
34
$1.12M 0.27%
42,598
+470
35
$1.04M 0.25%
6,387
+652
36
$987K 0.24%
4,300
37
$939K 0.23%
28,970
38
$909K 0.22%
1,905
39
$890K 0.21%
6,893
40
$848K 0.2%
2,835
41
$829K 0.2%
88,430
42
$816K 0.2%
12,884
-170
43
$803K 0.19%
9,169
-1,490
44
$797K 0.19%
72,681
-2,555
45
$775K 0.19%
30,930
46
$772K 0.19%
8,303
+7,289
47
$762K 0.18%
25,719
-4,856
48
$743K 0.18%
9,695
-56
49
$741K 0.18%
1,698
+2
50
$712K 0.17%
15,997
-54
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2
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