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
126
$200K 0.05%
466
127
$194K 0.05%
4,520
128
$194K 0.05%
4,179
129
$193K 0.05%
8,665
130
$192K 0.05%
2,700
131
$190K 0.05%
2,569
132
$186K 0.05%
1,458
133
$185K 0.05%
714
-450
134
$185K 0.05%
+2,000
135
$179K 0.05%
7,580
136
$177K 0.05%
2,059
-286
137
$176K 0.05%
2,895
-65
138
$176K 0.05%
519
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139
$176K 0.05%
4,086
-7
140
$176K 0.05%
1,591
+32
141
$173K 0.05%
3,456
+58
142
$171K 0.05%
2,000
143
$168K 0.05%
1,424
-175
144
$168K 0.05%
948
145
$168K 0.05%
6,895
146
$167K 0.05%
372
147
$167K 0.05%
1,713
148
$167K 0.05%
1,526
+90
149
$167K 0.05%
1,660
150
$166K 0.05%
5,245
4 5
6
7 8