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
351
$56.6K 0.01%
207
352
$56.6K 0.01%
1,354
-1,097
353
$56.5K 0.01%
670
+140
354
$56.3K 0.01%
275
355
$55.8K 0.01%
1,000
-200
356
$55.2K 0.01%
1,475
-100
357
$54.4K 0.01%
57
358
$54.2K 0.01%
250
-9
359
$54K 0.01%
650
360
$53.2K 0.01%
1,280
361
$52.8K 0.01%
528
-318
362
$52.8K 0.01%
2,140
-1,440
363
$52.5K 0.01%
492
364
$52.3K 0.01%
890
365
$52.1K 0.01%
877
+855
366
$51.7K 0.01%
254
367
$51.5K 0.01%
1,014
368
$51.2K 0.01%
1,690
369
$51K 0.01%
2,000
370
$49.6K 0.01%
247
+18
371
$49K 0.01%
525
-1,588
372
$48.4K 0.01%
140
373
$48.3K 0.01%
616
+311
374
$48.2K 0.01%
466
375
$47.2K 0.01%
167
-12
13 14
15
16 17