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
276
$93.4K 0.01%
80
-4
277
$93.1K 0.01%
669
-402
278
$91.9K 0.01%
3,600
279
$91.7K 0.01%
3,775
280
$91.3K 0.01%
3,750
281
$89.3K 0.01%
407
+43
282
$89.3K 0.01%
1,164
+69
283
$89K 0.01%
146
+14
284
$88.7K 0.01%
1,110
285
$88K 0.01%
357
-1,720
286
$87.8K 0.01%
836
-8
287
$87.1K 0.01%
1,922
+101
288
$86.7K 0.01%
442
+5
289
$86.1K 0.01%
860
290
$86K 0.01%
881
291
$85.2K 0.01%
1,130
-127
292
$84.8K 0.01%
460
293
$84.8K 0.01%
265
294
$84.7K 0.01%
285
295
$83.9K 0.01%
809
296
$82.7K 0.01%
825
297
$82.5K 0.01%
633
298
$82.2K 0.01%
63,692
299
$80.9K 0.01%
1,910
300
$79K 0.01%
855
10 11
12
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