HWA

HHM Wealth Advisors Portfolio holdings

AUM $864M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
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
576
$3K ﹤0.01%
100
577
$3K ﹤0.01%
100
578
$3K ﹤0.01%
35
579
$3K ﹤0.01%
+45
580
$3K ﹤0.01%
+10
581
$3K ﹤0.01%
64
582
$3K ﹤0.01%
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583
$3K ﹤0.01%
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584
$3K ﹤0.01%
8
585
$2K ﹤0.01%
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586
$2K ﹤0.01%
+34
587
$2K ﹤0.01%
10
588
$2K ﹤0.01%
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589
$2K ﹤0.01%
200
590
$2K ﹤0.01%
3
591
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+48
592
$2K ﹤0.01%
+20
593
$2K ﹤0.01%
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$2K ﹤0.01%
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595
$2K ﹤0.01%
4
596
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3
597
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598
$2K ﹤0.01%
35
599
$2K ﹤0.01%
15
600
$2K ﹤0.01%
300
22 23
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