HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
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
+$2.45M
2
+$2.41M
3
+$2.24M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.17M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.87M

Top Sells

1
+$413K
2
+$267K
3
+$175K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$167K
5
WTRE icon
WisdomTree New Economy Real Estate Fund
WTRE
+$156K

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%
63
504
$11K ﹤0.01%
63
505
$11K ﹤0.01%
400
506
$11K ﹤0.01%
3,523
-14,799
507
$11K ﹤0.01%
121
508
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82
509
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168
+50
510
$11K ﹤0.01%
350
511
$11K ﹤0.01%
+100
512
$11K ﹤0.01%
101
513
$11K ﹤0.01%
39
514
$10K ﹤0.01%
+64
515
$10K ﹤0.01%
100
-100
516
$10K ﹤0.01%
340
+200
517
$10K ﹤0.01%
50
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20
519
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192
520
$9K ﹤0.01%
1,055
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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