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
251
$125K 0.01%
700
-16
252
$124K 0.01%
855
-46
253
$122K 0.01%
1,027
254
$122K 0.01%
191
255
$122K 0.01%
1,350
256
$120K 0.01%
731
257
$119K 0.01%
11,840
-1,000
258
$118K 0.01%
1,175
-275
259
$116K 0.01%
238
-7
260
$115K 0.01%
1,500
261
$115K 0.01%
1,721
-579
262
$115K 0.01%
1,250
263
$114K 0.01%
3,052
264
$112K 0.01%
945
265
$111K 0.01%
943
266
$111K 0.01%
2,700
+1,200
267
$109K 0.01%
772
-88
268
$108K 0.01%
413
269
$107K 0.01%
2,275
+60
270
$101K 0.01%
851
271
$100K 0.01%
820
272
$99.3K 0.01%
1,628
-10
273
$98.1K 0.01%
3,926
-200
274
$95.7K 0.01%
259
-7
275
$94.3K 0.01%
258
9 10
11
12 13