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
$414M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.46M
3
+$2.22M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.22M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.85M

Top Sells

1
+$430K
2
+$266K
3
+$180K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$172K
5
WTRE icon
WisdomTree New Economy Real Estate Fund
WTRE
+$153K

Sector Composition

1 Technology 4.6%
2 Industrials 2.34%
3 Financials 2.31%
4 Consumer Discretionary 2.02%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$145K 0.04%
3,670
177
$145K 0.04%
4,690
178
$141K 0.03%
547
-158
179
$141K 0.03%
2,805
180
$139K 0.03%
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181
$138K 0.03%
632
182
$137K 0.03%
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183
$134K 0.03%
4,170
184
$132K 0.03%
1,517
185
$131K 0.03%
1,670
186
$129K 0.03%
340
+60
187
$128K 0.03%
562
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188
$126K 0.03%
418
189
$126K 0.03%
980
190
$125K 0.03%
794
191
$124K 0.03%
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192
$123K 0.03%
1,470
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193
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10,000
194
$120K 0.03%
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195
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196
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197
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198
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199
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469
200
$116K 0.03%
2,096
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