HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.94M
3
+$766K
4
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$710K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$596K

Top Sells

1
+$6.67M
2
+$1.16M
3
+$826K
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$507K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$257K

Sector Composition

1 Technology 3.95%
2 Financials 2.55%
3 Healthcare 1.94%
4 Consumer Discretionary 1.85%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12K 0.01%
530
352
$12K 0.01%
45
353
$12K 0.01%
165
354
$12K 0.01%
204
355
$12K 0.01%
+84
356
$11K ﹤0.01%
+63
357
$11K ﹤0.01%
+164
358
$11K ﹤0.01%
230
359
$11K ﹤0.01%
69
360
$11K ﹤0.01%
150
361
$11K ﹤0.01%
398
362
$11K ﹤0.01%
200
363
$11K ﹤0.01%
556
+10
364
$11K ﹤0.01%
340
365
$11K ﹤0.01%
600
366
$11K ﹤0.01%
600
367
$11K ﹤0.01%
188
368
$11K ﹤0.01%
178
369
$11K ﹤0.01%
+101
370
$10K ﹤0.01%
+116
371
$10K ﹤0.01%
+107
372
$10K ﹤0.01%
600
373
$10K ﹤0.01%
136
374
$10K ﹤0.01%
93
375
$10K ﹤0.01%
252
13 14
15
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