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
126
$237K 0.06%
4,905
+726
127
$231K 0.06%
1,352
128
$230K 0.06%
14,385
+9,085
129
$220K 0.05%
1,091
-26
130
$220K 0.05%
1,600
+100
131
$214K 0.05%
324
+2
132
$211K 0.05%
372
133
$211K 0.05%
1,153
134
$210K 0.05%
4,520
135
$203K 0.05%
4,241
-563
136
$199K 0.05%
2,569
137
$198K 0.05%
765
+725
138
$197K 0.05%
1,045
+104
139
$197K 0.05%
2,284
+225
140
$195K 0.05%
1,669
+78
141
$192K 0.05%
2,895
142
$188K 0.05%
1,458
143
$186K 0.04%
5,245
144
$185K 0.04%
2,000
145
$185K 0.04%
1,148
+7
146
$183K 0.04%
694
+42
147
$181K 0.04%
1,400
148
$179K 0.04%
300
149
$176K 0.04%
2,825
+290
150
$176K 0.04%
1,680
-33
4 5
6
7 8