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
201
$51K 0.02%
+207
202
$51K 0.02%
+354
203
$50K 0.02%
+470
204
$49K 0.02%
+1,965
205
$49K 0.02%
+5,000
206
$49K 0.02%
+1,970
207
$48K 0.02%
+5,267
208
$48K 0.02%
+1,822
209
$48K 0.02%
+982
210
$47K 0.02%
+639
211
$47K 0.02%
+5,291
212
$45K 0.02%
13,500
213
$45K 0.02%
+369
214
$45K 0.02%
+2,675
215
$45K 0.02%
+1,000
216
$45K 0.02%
+3,174
217
$44K 0.02%
+442
218
$44K 0.02%
+703
219
$43K 0.02%
+421
220
$43K 0.02%
+1,325
221
$42K 0.02%
+1,423
222
$42K 0.02%
+887
223
$42K 0.02%
+795
224
$41K 0.02%
+1,031
225
$41K 0.02%
+1,356
7 8
9
10 11