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
126
$93K 0.05%
+1,148
127
$91K 0.04%
+1,750
128
$91K 0.04%
+551
129
$89K 0.04%
9,503
-4,280
130
$89K 0.04%
+500
131
$87K 0.04%
+3,555
132
$86K 0.04%
+1,000
133
$86K 0.04%
+700
134
$86K 0.04%
+3,850
135
$85K 0.04%
+1,212
136
$84K 0.04%
+1,600
137
$84K 0.04%
+225
138
$84K 0.04%
+5,450
139
$83K 0.04%
+1,152
140
$83K 0.04%
+602
141
$83K 0.04%
+2,024
142
$81K 0.04%
+184
143
$81K 0.04%
+2,840
144
$81K 0.04%
+1,448
145
$81K 0.04%
+5,428
146
$81K 0.04%
+7,185
147
$80K 0.04%
+252
148
$80K 0.04%
+5,400
149
$80K 0.04%
+1,489
150
$79K 0.04%
+5,300
4 5
6
7 8