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
126
$113K 0.05%
77,236
127
$111K 0.05%
1,808
+481
128
$109K 0.05%
+980
129
$109K 0.05%
11,440
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130
$109K 0.05%
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-458
131
$107K 0.04%
1,489
132
$107K 0.04%
841
+500
133
$106K 0.04%
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-312
134
$106K 0.04%
4,520
+2,950
135
$105K 0.04%
2,028
+4
136
$104K 0.04%
3,000
137
$102K 0.04%
551
138
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225
139
$101K 0.04%
1,492
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140
$101K 0.04%
277
141
$100K 0.04%
184
142
$100K 0.04%
1,147
143
$97K 0.04%
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144
$96K 0.04%
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145
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146
$96K 0.04%
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147
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1,000
148
$95K 0.04%
602
149
$95K 0.04%
5,400
150
$95K 0.04%
1,600
4 5
6
7 8