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
$205M
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$6.17M
3
+$4.01M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.45M
5
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$2.04M

Top Sells

1
+$1.14M
2
+$609K
3
+$517K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$434K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$298K

Sector Composition

1 Technology 3.36%
2 Financials 2.53%
3 Healthcare 2%
4 Industrials 1.81%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
+34
427
$2K ﹤0.01%
+50
428
$2K ﹤0.01%
+7
429
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+37
430
$2K ﹤0.01%
+189
431
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+100
432
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+100
433
$2K ﹤0.01%
+90
434
$2K ﹤0.01%
+35
435
$2K ﹤0.01%
+45
436
$2K ﹤0.01%
+45
437
$2K ﹤0.01%
+40
438
$2K ﹤0.01%
+40
439
$2K ﹤0.01%
+590
440
$2K ﹤0.01%
+115
441
$2K ﹤0.01%
+26
442
$1K ﹤0.01%
+15
443
$1K ﹤0.01%
+47
444
$1K ﹤0.01%
+60
445
$1K ﹤0.01%
+3
446
$1K ﹤0.01%
+95
447
$1K ﹤0.01%
+100
448
$1K ﹤0.01%
+100
449
$1K ﹤0.01%
+45
450
$1K ﹤0.01%
+300
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