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
201
$104K 0.03%
5,754
+103
202
$103K 0.03%
1,197
-48
203
$102K 0.03%
794
-11
204
$102K 0.03%
+4,000
205
$101K 0.03%
1,370
+2
206
$100K 0.03%
1,600
207
$98K 0.03%
4,550
208
$98K 0.03%
3,894
-699
209
$97K 0.03%
3,900
210
$96K 0.03%
1,014
211
$96K 0.03%
2,326
+558
212
$94K 0.03%
469
213
$94K 0.03%
1,147
214
$94K 0.03%
5,450
215
$93K 0.03%
700
216
$93K 0.03%
984
217
$92K 0.03%
5,300
218
$90K 0.02%
412
219
$89K 0.02%
571
220
$89K 0.02%
870
221
$88K 0.02%
145
+125
222
$88K 0.02%
207
223
$88K 0.02%
721
224
$87K 0.02%
554
225
$87K 0.02%
1,235
7 8
9
10 11