HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
-0.85%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$368M
AUM Growth
+$86K
(+0.02%)
Cap. Flow
+$3.76M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
67.32%
Holding
683
New
55
Increased
90
Reduced
86
Closed
38
Top Buys
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
+$1.24M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
+$951K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$930K |
| 4 |
Schwab International Equity ETF
SCHF
|
+$821K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$512K |
Top Sells
Sector Composition
| 1 | Technology | 4.4% |
| 2 | Financials | 2.49% |
| 3 | Industrials | 2.03% |
| 4 | Healthcare | 1.99% |
| 5 | Consumer Discretionary | 1.87% |
