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
$414M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.46M
3
+$2.22M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.22M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.85M

Top Sells

1
+$430K
2
+$266K
3
+$180K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$172K
5
WTRE icon
WisdomTree New Economy Real Estate Fund
WTRE
+$153K

Sector Composition

1 Technology 4.6%
2 Industrials 2.34%
3 Financials 2.31%
4 Consumer Discretionary 2.02%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$711K 0.17%
4,488
+32
52
$693K 0.17%
2,752
-27
53
$692K 0.17%
3,348
-170
54
$692K 0.17%
4,044
+120
55
$688K 0.17%
25,524
-370
56
$686K 0.17%
3,701
+80
57
$679K 0.16%
4,386
+532
58
$662K 0.16%
27,111
+7,764
59
$636K 0.15%
6,935
+100
60
$635K 0.15%
5,568
-573
61
$623K 0.15%
32,820
-9,468
62
$608K 0.15%
10,745
-880
63
$591K 0.14%
27,634
64
$548K 0.13%
7,625
-1,105
65
$548K 0.13%
4,892
66
$525K 0.13%
3,878
+64
67
$501K 0.12%
3,007
68
$499K 0.12%
8,473
-103
69
$497K 0.12%
9,846
-5,270
70
$482K 0.12%
1,745
71
$480K 0.12%
19,668
-6,265
72
$463K 0.11%
15,750
+1,000
73
$457K 0.11%
11,098
74
$455K 0.11%
10,855
75
$454K 0.11%
11,387
1 2
3
4 5