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
401
$39K ﹤0.01%
2,270
402
$38.7K ﹤0.01%
1,025
403
$37.9K ﹤0.01%
1,650
404
$37.8K ﹤0.01%
153
405
$37.5K ﹤0.01%
665
406
$37.4K ﹤0.01%
52
-3
407
$37.2K ﹤0.01%
1,656
-8,667
408
$37.2K ﹤0.01%
263
409
$37K ﹤0.01%
404
410
$36.8K ﹤0.01%
913
411
$36.7K ﹤0.01%
750
412
$36.7K ﹤0.01%
125
-14
413
$36.5K ﹤0.01%
450
-641
414
$36.3K ﹤0.01%
1,653
415
$36.2K ﹤0.01%
114
-11
416
$35.6K ﹤0.01%
180
-10
417
$35.5K ﹤0.01%
123
418
$35.5K ﹤0.01%
848
419
$34.7K ﹤0.01%
1,000
420
$34.6K ﹤0.01%
312
-39
421
$34.6K ﹤0.01%
1,926
422
$34.5K ﹤0.01%
560
423
$33.8K ﹤0.01%
1,000
424
$33.5K ﹤0.01%
216
-22
425
$33.3K ﹤0.01%
16,822
15 16
17
18 19