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
151
$79K 0.04%
+1,327
152
$78K 0.04%
+2,401
153
$78K 0.04%
+3,800
154
$76K 0.04%
+1,426
155
$75K 0.04%
+421
156
$75K 0.04%
+11,360
157
$75K 0.04%
+2,480
158
$75K 0.04%
+632
159
$74K 0.04%
+693
160
$74K 0.04%
314
-883
161
$74K 0.04%
+2,900
162
$74K 0.04%
+2,965
163
$74K 0.04%
+2,975
164
$72K 0.04%
14,846
+3,230
165
$72K 0.04%
+582
166
$72K 0.04%
+984
167
$72K 0.04%
+1,475
168
$70K 0.03%
+915
169
$70K 0.03%
+329
170
$69K 0.03%
+697
171
$69K 0.03%
+1,858
172
$67K 0.03%
+696
173
$66K 0.03%
+8,000
174
$65K 0.03%
+1,893
175
$65K 0.03%
+4,550
5 6
7
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