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
76
$443K 0.11%
3,060
-140
77
$440K 0.11%
877
78
$436K 0.11%
7,364
79
$427K 0.1%
1,767
-14
80
$413K 0.1%
1,835
-218
81
$411K 0.1%
3,505
82
$400K 0.1%
7,771
+90
83
$392K 0.09%
650
84
$386K 0.09%
4,000
+2,000
85
$376K 0.09%
5,206
86
$373K 0.09%
1,087
87
$367K 0.09%
7,753
88
$364K 0.09%
1,365
89
$363K 0.09%
5,931
-119
90
$359K 0.09%
5,000
91
$347K 0.08%
1,662
+510
92
$346K 0.08%
15,000
93
$345K 0.08%
1,833
94
$341K 0.08%
15,868
95
$337K 0.08%
6,600
96
$335K 0.08%
8,955
97
$335K 0.08%
706
+240
98
$334K 0.08%
948
+234
99
$333K 0.08%
5,685
-424
100
$329K 0.08%
6,531
+1,950
2 3
4
5 6