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
451
$1K ﹤0.01%
+150
452
$1K ﹤0.01%
+102
453
$1K ﹤0.01%
+65
454
$1K ﹤0.01%
+34
455
$1K ﹤0.01%
+20
456
$1K ﹤0.01%
+550
457
$1K ﹤0.01%
+300
458
$1K ﹤0.01%
+27
459
$1K ﹤0.01%
+1,000
460
$1K ﹤0.01%
+200
461
$0 ﹤0.01%
+4
462
$0 ﹤0.01%
+20
463
$0 ﹤0.01%
+1
464
$0 ﹤0.01%
+10
465
$0 ﹤0.01%
+10
466
$0 ﹤0.01%
+5
467
$0 ﹤0.01%
+1
468
$0 ﹤0.01%
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469
$0 ﹤0.01%
+50
470
$0 ﹤0.01%
+76
471
$0 ﹤0.01%
+20
472
– –
-36,570
473
$0 ﹤0.01%
+23
474
$0 ﹤0.01%
+8
475
$0 ﹤0.01%
+107
16 17 18
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