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
101
$307K 0.07%
14,769
-997
102
$306K 0.07%
1,365
-127
103
$298K 0.07%
1,714
+31
104
$295K 0.07%
1,009
105
$292K 0.07%
812
+116
106
$292K 0.07%
437
107
$290K 0.07%
1,771
108
$290K 0.07%
825
+1
109
$287K 0.07%
2,631
-17
110
$287K 0.07%
2,771
111
$284K 0.07%
1,115
112
$283K 0.07%
1,321
+415
113
$273K 0.07%
14,719
+1,010
114
$273K 0.07%
5,256
+661
115
$272K 0.07%
6,656
+38
116
$268K 0.06%
567
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117
$266K 0.06%
2,336
118
$265K 0.06%
4,610
119
$258K 0.06%
6,605
-25
120
$254K 0.06%
15,545
121
$252K 0.06%
2,700
122
$249K 0.06%
2,411
123
$241K 0.06%
4,082
-4
124
$238K 0.06%
4,995
125
$237K 0.06%
1,684
+260
3 4
5
6 7