HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
This Quarter Return
-13.32%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.9%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$24.1M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$17.2M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$17.1M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$12.2M |
| 5 |
Schwab Fundamental US Broad Market Index ETF
FNDB
|
$8.83M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 1.48% |
| 2 | Technology | 1.25% |
| 3 | Healthcare | 0.87% |
| 4 | Industrials | 0.86% |
| 5 | Materials | 0.68% |
