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
$368M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.85M
3
+$1.91M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.87M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.85M

Top Sells

1
+$842K
2
+$516K
3
+$300K
4
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$279K
5
AAPL icon
Apple
AAPL
+$160K

Sector Composition

1 Technology 4.42%
2 Financials 2.43%
3 Industrials 2.23%
4 Healthcare 1.99%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$20K 0.01%
238
402
$19K 0.01%
+153
403
$19K 0.01%
145
404
$19K 0.01%
470
405
$19K 0.01%
650
+200
406
$19K 0.01%
600
407
$19K 0.01%
339
408
$18K ﹤0.01%
400
-400
409
$18K ﹤0.01%
561
410
$18K ﹤0.01%
135
411
$18K ﹤0.01%
70
412
$18K ﹤0.01%
200
413
$17K ﹤0.01%
230
414
$17K ﹤0.01%
434
415
$17K ﹤0.01%
365
416
$17K ﹤0.01%
400
417
$17K ﹤0.01%
280
418
$17K ﹤0.01%
228
419
$17K ﹤0.01%
305
420
$17K ﹤0.01%
369
421
$17K ﹤0.01%
500
422
$17K ﹤0.01%
105
423
$17K ﹤0.01%
130
+30
424
$16K ﹤0.01%
155
425
$16K ﹤0.01%
336
15 16
17
18 19