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
601
$4K ﹤0.01%
1,950
602
$3K ﹤0.01%
+10
603
$3K ﹤0.01%
48
604
$3K ﹤0.01%
34
605
$3K ﹤0.01%
53
606
$3K ﹤0.01%
100
607
$3K ﹤0.01%
90
608
$3K ﹤0.01%
52
609
$3K ﹤0.01%
30
610
$3K ﹤0.01%
119
611
$3K ﹤0.01%
+166
612
$3K ﹤0.01%
125
613
$3K ﹤0.01%
22
-5
614
$3K ﹤0.01%
100
615
$3K ﹤0.01%
20
616
$3K ﹤0.01%
99
617
$3K ﹤0.01%
10
618
$3K ﹤0.01%
64
619
$3K ﹤0.01%
285
620
$3K ﹤0.01%
205
-247
621
$3K ﹤0.01%
8
+5
622
$3K ﹤0.01%
980
623
$2K ﹤0.01%
+20
624
$2K ﹤0.01%
+23
625
$2K ﹤0.01%
43
23 24
25
26 27