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
501
$12K ﹤0.01%
50
502
$12K ﹤0.01%
+70
503
$11K ﹤0.01%
3,523
-14,799
504
$11K ﹤0.01%
121
505
$11K ﹤0.01%
82
506
$11K ﹤0.01%
168
+50
507
$11K ﹤0.01%
63
508
$11K ﹤0.01%
400
509
$11K ﹤0.01%
39
510
$11K ﹤0.01%
350
511
$11K ﹤0.01%
63
512
$11K ﹤0.01%
+100
513
$11K ﹤0.01%
101
514
$10K ﹤0.01%
340
+200
515
$10K ﹤0.01%
50
516
$10K ﹤0.01%
+64
517
$10K ﹤0.01%
100
-100
518
$9K ﹤0.01%
192
519
$9K ﹤0.01%
1,055
520
$9K ﹤0.01%
20
521
$9K ﹤0.01%
+21
522
$9K ﹤0.01%
55
523
$9K ﹤0.01%
63
524
$8K ﹤0.01%
25
525
$8K ﹤0.01%
10
19 20
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