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
$239M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.99M
3
+$810K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$725K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$641K

Top Sells

1
+$6.95M
2
+$1.21M
3
+$869K
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$533K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$280K

Sector Composition

1 Technology 3.95%
2 Financials 2.55%
3 Healthcare 1.94%
4 Consumer Discretionary 1.85%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$378K 0.16%
2,238
+27
52
$373K 0.16%
22,302
+12
53
$372K 0.16%
73,751
54
$371K 0.16%
17,038
+2,875
55
$358K 0.15%
7,625
56
$356K 0.15%
3,988
+290
57
$338K 0.14%
10,867
+1,010
58
$336K 0.14%
28,576
59
$324K 0.14%
1,680
60
$322K 0.13%
5,379
+200
61
$316K 0.13%
13,849
62
$302K 0.13%
8,882
+80
63
$286K 0.12%
1,745
64
$280K 0.12%
1,400
65
$280K 0.12%
14,070
66
$279K 0.12%
5,060
-212
67
$278K 0.12%
2,832
-251
68
$277K 0.12%
2,828
+128
69
$271K 0.11%
2,485
+372
70
$271K 0.11%
6,063
+1,250
71
$261K 0.11%
6,655
+2
72
$258K 0.11%
999
-76
73
$252K 0.11%
7,090
+40
74
$247K 0.1%
2,211
+70
75
$243K 0.1%
6,241
1 2
3
4 5