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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$17.2M
3
+$17.1M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$12.2M
5
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$8.83M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.48%
2 Technology 1.25%
3 Healthcare 0.87%
4 Industrials 0.86%
5 Materials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$237K 0.17%
+1,715
52
$233K 0.17%
+3,015
53
$231K 0.17%
+7,951
54
$225K 0.16%
+11,158
55
$223K 0.16%
+15,820
56
$211K 0.15%
+3,089
57
$208K 0.15%
+8,000
58
$207K 0.15%
+15,522
59
$203K 0.15%
+885
60
$94K 0.07%
+12,349
61
$41K 0.03%
+18,322
62
$38K 0.03%
+13,500
1 2
3