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
76
$243K 0.1%
2,654
+203
77
$231K 0.1%
1,259
+11
78
$223K 0.09%
5,945
79
$223K 0.09%
10,480
-3,928
80
$216K 0.09%
1,636
+85
81
$211K 0.09%
715
82
$200K 0.08%
7,120
+12
83
$198K 0.08%
839
+27
84
$198K 0.08%
2,800
85
$197K 0.08%
6,675
86
$191K 0.08%
645
87
$187K 0.08%
2,425
+200
88
$185K 0.08%
6,610
+3,770
89
$184K 0.08%
2,012
+124
90
$180K 0.08%
2,811
91
$179K 0.07%
1,458
+377
92
$175K 0.07%
1,065
-1,180
93
$172K 0.07%
1,100
94
$171K 0.07%
911
95
$166K 0.07%
8,665
96
$160K 0.07%
2,722
-500
97
$156K 0.07%
3,429
-60
98
$155K 0.06%
3,873
+195
99
$151K 0.06%
9,080
+435
100
$151K 0.06%
5,700
2 3
4
5 6