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
76
$403K 0.11%
1,745
-7
77
$397K 0.11%
650
78
$396K 0.11%
1,781
79
$386K 0.1%
7,364
-957
80
$364K 0.1%
1,087
+25
81
$362K 0.1%
15,000
82
$358K 0.1%
6,109
83
$356K 0.1%
3,505
-106
84
$356K 0.1%
6,050
-150
85
$354K 0.1%
1,492
+6
86
$353K 0.1%
5,206
+756
87
$353K 0.1%
7,753
+800
88
$352K 0.1%
1,833
89
$347K 0.09%
8,955
+735
90
$347K 0.09%
2,771
-81
91
$344K 0.09%
15,868
92
$343K 0.09%
877
-4
93
$337K 0.09%
1,365
94
$333K 0.09%
6,600
-84
95
$306K 0.08%
14,750
-90
96
$297K 0.08%
1,771
97
$292K 0.08%
5,000
98
$291K 0.08%
2,648
99
$283K 0.08%
6,630
-851
100
$280K 0.08%
13,709
-141
2 3
4
5 6