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
$205M
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$6.17M
3
+$4.01M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.45M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$2.04M

Top Sells

1
+$1.14M
2
+$609K
3
+$517K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$434K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$298K

Sector Composition

1 Technology 3.36%
2 Financials 2.53%
3 Healthcare 2%
4 Industrials 1.81%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$333K 0.16%
15,706
+8,603
52
$329K 0.16%
22,290
-3,069
53
$325K 0.16%
73,751
54
$312K 0.15%
2,211
+387
55
$305K 0.15%
+13,849
56
$303K 0.15%
14,408
-2,280
57
$296K 0.14%
+2,245
58
$296K 0.14%
28,576
59
$294K 0.14%
14,163
+1,115
60
$283K 0.14%
7,625
61
$283K 0.14%
+5,272
62
$280K 0.14%
+5,179
63
$279K 0.14%
1,680
64
$275K 0.13%
+9,857
65
$268K 0.13%
3,698
+1,681
66
$257K 0.13%
6,653
67
$242K 0.12%
+1,745
68
$235K 0.11%
3,083
+600
69
$234K 0.11%
+1,075
70
$224K 0.11%
14,070
71
$223K 0.11%
+2,700
72
$221K 0.11%
+2,451
73
$215K 0.11%
+6,241
74
$212K 0.1%
2,811
75
$207K 0.1%
2,141
-700
1 2
3
4 5