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
426
$33.2K ﹤0.01%
495
-34
427
$32.9K ﹤0.01%
750
-100
428
$32.8K ﹤0.01%
593
+328
429
$32.7K ﹤0.01%
334
430
$32.7K ﹤0.01%
450
431
$32.6K ﹤0.01%
444
432
$32.5K ﹤0.01%
225
433
$31.9K ﹤0.01%
497
434
$31.7K ﹤0.01%
1,522
435
$31.6K ﹤0.01%
221
436
$31.6K ﹤0.01%
469
-14
437
$31.6K ﹤0.01%
113
+23
438
$31.2K ﹤0.01%
90
-7
439
$31K ﹤0.01%
390
-110
440
$30.7K ﹤0.01%
984
441
$30.1K ﹤0.01%
312
442
$29.5K ﹤0.01%
246
443
$29.4K ﹤0.01%
512
444
$29.3K ﹤0.01%
168
445
$28.7K ﹤0.01%
94
+24
446
$28.4K ﹤0.01%
1,500
447
$28K ﹤0.01%
249
-28
448
$27.9K ﹤0.01%
790
449
$27.7K ﹤0.01%
1,643
+37
450
$27.6K ﹤0.01%
267
16 17
18
19 20