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
651
$1K ﹤0.01%
+82
652
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13
653
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25
654
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22
655
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4
656
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17
657
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+32
658
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659
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12
660
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250
661
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656
662
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127
663
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+3
664
$1K ﹤0.01%
5
665
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15
666
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76
667
$1K ﹤0.01%
6
668
– –
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669
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670
– –
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671
$0 ﹤0.01%
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672
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673
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+2
674
– –
-300
675
$0 ﹤0.01%
74
25 26
27
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