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
201
$116K 0.03%
1,605
202
$116K 0.03%
1,800
203
$116K 0.03%
6,500
204
$113K 0.03%
18,000
205
$112K 0.03%
838
-39
206
$112K 0.03%
1,300
+400
207
$111K 0.03%
1,524
208
$110K 0.03%
+1,000
209
$109K 0.03%
3,325
210
$109K 0.03%
2,286
-67
211
$107K 0.03%
888
+338
212
$107K 0.03%
+565
213
$103K 0.02%
3,500
214
$101K 0.02%
2,679
215
$101K 0.02%
586
+330
216
$101K 0.02%
3,900
217
$100K 0.02%
1,340
+1,320
218
$100K 0.02%
1,600
219
$100K 0.02%
1,147
220
$100K 0.02%
721
221
$97K 0.02%
4,400
-150
222
$96K 0.02%
571
223
$95K 0.02%
+1,010
224
$93K 0.02%
700
225
$93K 0.02%
984
7 8
9
10 11