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
301
$78.9K 0.01%
2,780
302
$76.1K 0.01%
694
303
$76.1K 0.01%
630
+149
304
$76K 0.01%
2,600
305
$75.8K 0.01%
868
306
$75.5K 0.01%
800
307
$75K 0.01%
998
308
$74.7K 0.01%
700
309
$74.5K 0.01%
2,750
310
$73.8K 0.01%
671
-29
311
$73.7K 0.01%
352
312
$73K 0.01%
670
-26
313
$72.6K 0.01%
420
314
$72.2K 0.01%
1,700
-100
315
$71.7K 0.01%
332
+76
316
$70.7K 0.01%
1,526
317
$69.9K 0.01%
750
318
$69.9K 0.01%
3,460
319
$69.1K 0.01%
303
320
$68.9K 0.01%
154
-15
321
$68.2K 0.01%
1,254
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322
$66.7K 0.01%
639
-11
323
$66.7K 0.01%
827
324
$66.7K 0.01%
1,478
-466
325
$66.5K 0.01%
477
11 12
13
14 15