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
$368M
AUM Growth
+$86K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$951K
3
+$930K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$821K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$512K

Top Sells

1
+$2.51M
2
+$206K
3
+$181K
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$178K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$166K

Sector Composition

1 Technology 4.4%
2 Financials 2.49%
3 Industrials 2.03%
4 Healthcare 1.99%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$703K 0.19%
25,894
+440
52
$681K 0.19%
16,051
53
$675K 0.18%
3,518
54
$669K 0.18%
1,696
-312
55
$652K 0.18%
3,854
+21
56
$647K 0.18%
25,933
-150
57
$644K 0.18%
3,621
58
$634K 0.17%
3,924
-46
59
$612K 0.17%
11,625
+110
60
$595K 0.16%
27,634
+7,425
61
$572K 0.16%
8,730
+165
62
$550K 0.15%
8,576
-655
63
$545K 0.15%
2,779
64
$539K 0.15%
75,236
65
$506K 0.14%
4,892
-213
66
$486K 0.13%
10,855
67
$481K 0.13%
6,835
-65
68
$461K 0.13%
11,098
-4,351
69
$456K 0.12%
11,387
-4,447
70
$437K 0.12%
3,007
71
$437K 0.12%
2,053
+275
72
$435K 0.12%
19,347
-1,071
73
$426K 0.12%
3,200
74
$411K 0.11%
3,814
+638
75
$409K 0.11%
7,681
+186
1 2
3
4 5