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
$205M
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$6.17M
3
+$4.01M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.45M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$2.04M

Top Sells

1
+$1.14M
2
+$609K
3
+$517K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$434K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$298K

Sector Composition

1 Technology 3.36%
2 Financials 2.53%
3 Healthcare 2%
4 Industrials 1.81%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$127K 0.06%
+8,645
102
$127K 0.06%
+1,081
103
$126K 0.06%
3,489
-33
104
$123K 0.06%
+3,985
105
$121K 0.06%
+2,041
106
$120K 0.06%
+783
107
$120K 0.06%
77,236
108
$117K 0.06%
+3,670
109
$117K 0.06%
+411
110
$114K 0.06%
+2,700
111
$112K 0.05%
+3,060
112
$110K 0.05%
+927
113
$109K 0.05%
5,770
-3,560
114
$108K 0.05%
+2,225
115
$106K 0.05%
+372
116
$106K 0.05%
3,570
-1,800
117
$101K 0.05%
+393
118
$101K 0.05%
+1,085
119
$99K 0.05%
+3,753
120
$99K 0.05%
+6,528
121
$98K 0.05%
+3,195
122
$95K 0.05%
+2,000
123
$95K 0.05%
+1,147
124
$95K 0.05%
+3,000
125
$94K 0.05%
+277
3 4
5
6 7