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
176
$134K 0.04%
1,056
+1,027
177
$132K 0.04%
1,517
-1,036
178
$130K 0.04%
1,670
179
$129K 0.04%
904
-28
180
$127K 0.03%
494
181
$125K 0.03%
1,092
182
$125K 0.03%
632
183
$124K 0.03%
358
-22
184
$124K 0.03%
4,170
185
$122K 0.03%
1,518
186
$119K 0.03%
2,480
187
$117K 0.03%
10,000
188
$116K 0.03%
877
189
$115K 0.03%
5,450
-2,346
190
$113K 0.03%
1,440
+84
191
$112K 0.03%
1,605
192
$111K 0.03%
3,325
193
$111K 0.03%
18,000
+4,000
194
$110K 0.03%
418
195
$110K 0.03%
1,116
+45
196
$110K 0.03%
1,800
197
$106K 0.03%
1,524
-17
198
$106K 0.03%
2,353
+1
199
$105K 0.03%
2,086
+218
200
$104K 0.03%
6,500
6 7
8
9 10