HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
+18.94%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$239M
AUM Growth
+$34.5M
(+17%)
Cap. Flow
-$2.61M
Cap. Flow
% of AUM
-1.09%
Top 10 Holdings %
Top 10 Hldgs %
71.05%
Holding
542
New
65
Increased
102
Reduced
51
Closed
33
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$2.26M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.99M |
| 3 |
Schwab International Equity ETF
SCHF
|
$810K |
| 4 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$725K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$641K |
Top Sells
Sector Composition
| 1 | Technology | 3.95% |
| 2 | Financials | 2.55% |
| 3 | Healthcare | 1.94% |
| 4 | Consumer Discretionary | 1.85% |
| 5 | Industrials | 1.83% |
