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
326
$66.3K 0.01%
55,281
+46,776
327
$65.8K 0.01%
156
-9
328
$64.9K 0.01%
1,400
329
$63.6K 0.01%
480
+350
330
$63.6K 0.01%
13,080
+5,000
331
$63.1K 0.01%
6,000
332
$63.1K 0.01%
585
-45
333
$62.9K 0.01%
785
334
$62.6K 0.01%
949
+100
335
$62K 0.01%
1,224
-4
336
$61.5K 0.01%
1,080
337
$61.5K 0.01%
238
338
$61.5K 0.01%
57
339
$61.4K 0.01%
5,133
+108
340
$60.7K 0.01%
1,550
341
$60.7K 0.01%
640
342
$60K 0.01%
1,200
343
$59.5K 0.01%
288
+63
344
$59K 0.01%
+2,125
345
$58.8K 0.01%
865
+2
346
$58.5K 0.01%
937
347
$58.5K 0.01%
524
-17
348
$58.1K 0.01%
3,654
+67
349
$57.9K 0.01%
1,007
350
$57.1K 0.01%
693
+86
12 13
14
15 16