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
576
$5K ﹤0.01%
205
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577
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272
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579
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550
580
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581
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582
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583
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584
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55
586
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587
$4K ﹤0.01%
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588
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1,950
589
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35
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45
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$4K ﹤0.01%
8
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