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
$156M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$703K
2
+$578K
3
+$559K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$483K
5
MSFT icon
Microsoft
MSFT
+$442K

Top Sells

1
+$2M
2
+$402K
3
+$303K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$231K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$169K

Sector Composition

1 Technology 2.03%
2 Consumer Discretionary 1.45%
3 Industrials 0.99%
4 Healthcare 0.95%
5 Financials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$269K 0.17%
1,560
52
$258K 0.17%
8,000
53
$256K 0.16%
12,136
-475
54
$253K 0.16%
8,665
55
$246K 0.16%
+2,434
56
$245K 0.16%
1,990
-367
57
$244K 0.16%
+2,346
58
$242K 0.15%
2,822
-193
59
$239K 0.15%
14,070
-1,750
60
$234K 0.15%
+16,719
61
$232K 0.15%
11,158
62
$230K 0.15%
885
63
$225K 0.14%
+1,612
64
$223K 0.14%
2,756
-333
65
$222K 0.14%
+4,050
66
$201K 0.13%
+4,279
67
$174K 0.11%
16,122
+600
68
$164K 0.1%
3,280
-2,910
69
$108K 0.07%
12,349
70
$50K 0.03%
13,500
71
$47K 0.03%
+11,500
72
$37K 0.02%
+23,615
73
$36K 0.02%
18,322
74
– –
-7,951
1 2
3