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
101
$150K 0.06%
1,879
102
$149K 0.06%
411
103
$145K 0.06%
750
-33
104
$139K 0.06%
2,133
+92
105
$139K 0.06%
2,700
106
$137K 0.06%
974
-119
107
$134K 0.06%
3,195
108
$134K 0.06%
3,060
109
$133K 0.06%
927
110
$132K 0.06%
600
111
$128K 0.05%
5,770
112
$127K 0.05%
3,570
113
$127K 0.05%
3,670
114
$121K 0.05%
12,170
+4,135
115
$121K 0.05%
696
116
$121K 0.05%
1,085
117
$119K 0.05%
2,000
118
$119K 0.05%
1,316
+585
119
$119K 0.05%
1,616
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120
$117K 0.05%
7,185
121
$115K 0.05%
9,503
122
$114K 0.05%
1,241
+93
123
$114K 0.05%
500
124
$113K 0.05%
373
+1
125
$113K 0.05%
6,978
+450
3 4
5
6 7