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
176
$65K 0.03%
8,035
-2,787
177
$64K 0.03%
+469
178
$64K 0.03%
+1,400
179
$64K 0.03%
+500
180
$64K 0.03%
+2,600
181
$64K 0.03%
+551
182
$63K 0.03%
+14,000
183
$62K 0.03%
+1,220
184
$62K 0.03%
+9,886
185
$61K 0.03%
+7,672
186
$60K 0.03%
+910
187
$60K 0.03%
+773
188
$60K 0.03%
+6,500
189
$59K 0.03%
+932
190
$57K 0.03%
+2,000
191
$57K 0.03%
+843
192
$57K 0.03%
+1,800
193
$56K 0.03%
+2,727
194
$56K 0.03%
+2,450
195
$54K 0.03%
+731
196
$54K 0.03%
+600
197
$54K 0.03%
+794
198
$53K 0.03%
+3,060
199
$53K 0.03%
+3,700
200
$52K 0.03%
+268
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