HWA

HHM Wealth Advisors Portfolio holdings

AUM $867M
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$864M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.47M
3
+$582K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$578K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$344K

Top Sells

1
+$6.52M
2
+$4.57M
3
+$2.93M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.9M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.79M

Sector Composition

1 Technology 6.06%
2 Financials 2.58%
3 Consumer Discretionary 2.11%
4 Industrials 2.09%
5 Healthcare 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$159K 0.02%
2,041
227
$159K 0.02%
+4,245
228
$159K 0.02%
2,603
-29
229
$158K 0.02%
341
230
$158K 0.02%
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231
$155K 0.02%
1,550
-3
232
$154K 0.02%
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233
$153K 0.02%
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234
$153K 0.02%
900
235
$150K 0.02%
1,062
236
$148K 0.02%
995
-291
237
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4,636
238
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-37
239
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2,853
-200
240
$141K 0.02%
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241
$137K 0.02%
1,344
-100
242
$137K 0.02%
565
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243
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245
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247
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807
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248
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258
249
$126K 0.01%
535
-5
250
$125K 0.01%
1,635
-1,213
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10
11 12