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

Top Buys

1
+$9.41M
2
+$7.39M
3
+$4.71M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.81M
5
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$2.69M

Top Sells

1
+$1.44M
2
+$609K
3
+$598K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$517K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$303K

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%
+100
452
$1K ﹤0.01%
+100
453
$1K ﹤0.01%
+45
454
$1K ﹤0.01%
+300
455
$1K ﹤0.01%
+150
456
$1K ﹤0.01%
+102
457
$1K ﹤0.01%
+65
458
$1K ﹤0.01%
+34
459
$1K ﹤0.01%
+20
460
$1K ﹤0.01%
+1,000
461
$0 ﹤0.01%
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462
$0 ﹤0.01%
+20
463
$0 ﹤0.01%
+1
464
$0 ﹤0.01%
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465
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466
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+1
467
$0 ﹤0.01%
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468
$0 ﹤0.01%
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469
$0 ﹤0.01%
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470
$0 ﹤0.01%
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471
– –
-36,570
472
$0 ﹤0.01%
+23
473
$0 ﹤0.01%
+8
474
$0 ﹤0.01%
+107
475
$0 ﹤0.01%
+54
16 17 18
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