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
1
$37.1M 18.12%
2,475,327
+411,525
2
$27M 13.17%
2,678,022
+777,420
3
$24.1M 11.75%
2,417,208
+245,968
4
$14.2M 6.91%
1,007,739
+129,372
5
$11M 5.38%
204,247
+74,201
6
$10.1M 4.92%
171,752
+16,970
7
$7.06M 3.44%
196,004
+56,536
8
$5.23M 2.55%
254,318
+36,595
9
$5.03M 2.45%
48,641
+7,632
10
$3.21M 1.57%
314,193
-111,891
11
$3.09M 1.51%
239,112
-33,600
12
$2.96M 1.45%
46,588
-8,128
13
$2.74M 1.34%
130,342
-5,434
14
$2.31M 1.13%
179,624
-17,640
15
$2.29M 1.12%
45,345
-3,675
16
$1.59M 0.78%
10,085
-360
17
$1.25M 0.61%
8,568
+379
18
$1.22M 0.59%
12,460
+1,680
19
$1.21M 0.59%
15,352
-3,773
20
$1.09M 0.53%
21,890
+4,460
21
$1.06M 0.52%
81,700
-1,050
22
$954K 0.47%
17,614
-1,651
23
$951K 0.46%
43,118
-5,484
24
$905K 0.44%
5,617
+4,329
25
$893K 0.44%
23,780
+14,000
1
2 3 4 5