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
376
$47K 0.01%
224
377
$46.8K 0.01%
700
378
$46.1K 0.01%
1,047
379
$46K 0.01%
1,248
380
$45.6K 0.01%
740
381
$45.5K 0.01%
+1,019
382
$45K 0.01%
984
383
$44.8K 0.01%
400
384
$44.8K 0.01%
464
-10
385
$44.2K 0.01%
3,875
386
$44.1K 0.01%
785
387
$43.6K 0.01%
+2,200
388
$42.1K ﹤0.01%
+581
389
$42K ﹤0.01%
2,119
390
$41.2K ﹤0.01%
4,531
-401
391
$41.1K ﹤0.01%
200
-12
392
$41K ﹤0.01%
940
393
$41K ﹤0.01%
3,139
394
$40.6K ﹤0.01%
152
395
$40.3K ﹤0.01%
849
396
$40.1K ﹤0.01%
124
397
$40.1K ﹤0.01%
260
398
$40K ﹤0.01%
927
399
$39.3K ﹤0.01%
234
400
$39K ﹤0.01%
461
+1
14 15
16
17 18