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
476
$12K ﹤0.01%
620
477
$12K ﹤0.01%
36
478
$12K ﹤0.01%
+400
479
$12K ﹤0.01%
153
480
$12K ﹤0.01%
91
+54
481
$12K ﹤0.01%
205
482
$12K ﹤0.01%
204
483
$12K ﹤0.01%
830
+130
484
$11K ﹤0.01%
150
485
$11K ﹤0.01%
60
+35
486
$11K ﹤0.01%
24
487
$11K ﹤0.01%
280
+70
488
$10K ﹤0.01%
1,055
489
$10K ﹤0.01%
250
+170
490
$10K ﹤0.01%
143
491
$10K ﹤0.01%
63
-226
492
$10K ﹤0.01%
50
493
$10K ﹤0.01%
50
494
$10K ﹤0.01%
+483
495
$9K ﹤0.01%
121
496
$9K ﹤0.01%
+500
497
$9K ﹤0.01%
+118
498
$9K ﹤0.01%
91
499
$9K ﹤0.01%
39
500
$9K ﹤0.01%
142
18 19
20
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