HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.56%
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
+$2.26M
2
+$1.99M
3
+$810K
4
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$725K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$641K

Top Sells

1
+$6.95M
2
+$1.21M
3
+$869K
4
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$533K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$280K

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
401
$6K ﹤0.01%
100
402
$6K ﹤0.01%
70
403
$6K ﹤0.01%
+54
404
$6K ﹤0.01%
+25
405
$5K ﹤0.01%
281
+81
406
$5K ﹤0.01%
1,100
-500
407
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408
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20
409
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410
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+56
411
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412
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40
413
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414
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415
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45
416
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39
-21
417
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418
$5K ﹤0.01%
100
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$4K ﹤0.01%
700
420
$4K ﹤0.01%
+85
421
$4K ﹤0.01%
+20
422
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30
423
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36
424
$4K ﹤0.01%
27
425
$4K ﹤0.01%
218
15 16
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