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
476
$15K ﹤0.01%
287
477
$15K ﹤0.01%
301
478
$15K ﹤0.01%
123
479
$15K ﹤0.01%
269
480
$14K ﹤0.01%
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481
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230
482
$14K ﹤0.01%
500
483
$14K ﹤0.01%
+200
484
$14K ﹤0.01%
1,728
-150
485
$14K ﹤0.01%
180
486
$13K ﹤0.01%
224
487
$13K ﹤0.01%
250
488
$13K ﹤0.01%
159
+16
489
$13K ﹤0.01%
20
-125
490
$13K ﹤0.01%
56
491
$13K ﹤0.01%
86
+24
492
$13K ﹤0.01%
300
493
$12K ﹤0.01%
620
494
$12K ﹤0.01%
58
495
$12K ﹤0.01%
125
496
$12K ﹤0.01%
126
+15
497
$12K ﹤0.01%
1,740
498
$12K ﹤0.01%
205
499
$12K ﹤0.01%
204
500
$12K ﹤0.01%
830
18 19
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