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
101
$275K 0.07%
6,618
102
$274K 0.07%
1,141
+13
103
$268K 0.07%
1,009
104
$267K 0.07%
2,336
-255
105
$264K 0.07%
1,115
106
$256K 0.07%
4,581
107
$253K 0.07%
15,545
+2,875
108
$253K 0.07%
1,683
-85
109
$250K 0.07%
437
110
$248K 0.07%
4,595
-390
111
$246K 0.07%
1,117
112
$245K 0.07%
1,152
-6
113
$245K 0.07%
941
+8
114
$242K 0.07%
696
115
$231K 0.06%
824
+65
116
$230K 0.06%
4,804
+3,409
117
$223K 0.06%
824
-9
118
$223K 0.06%
15,766
119
$222K 0.06%
+1,352
120
$222K 0.06%
4,610
+795
121
$218K 0.06%
322
+5
122
$208K 0.06%
652
123
$205K 0.06%
2,411
124
$203K 0.06%
1,500
-560
125
$202K 0.05%
4,995
+100
3 4
5
6 7