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
$428M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$9.11M
3
+$7.57M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.57M

Top Sells

1
+$12.7M
2
+$1.55M
3
+$906K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$376K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$348K

Sector Composition

1 Technology 4.65%
2 Financials 2.35%
3 Industrials 2.25%
4 Healthcare 2.03%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$18K ﹤0.01%
129
452
$18K ﹤0.01%
400
453
$18K ﹤0.01%
500
454
$18K ﹤0.01%
+775
455
$17K ﹤0.01%
275
456
$17K ﹤0.01%
467
457
$17K ﹤0.01%
450
+100
458
$17K ﹤0.01%
305
459
$17K ﹤0.01%
830
460
$17K ﹤0.01%
268
+100
461
$17K ﹤0.01%
220
462
$17K ﹤0.01%
228
463
$17K ﹤0.01%
227
-112
464
$16K ﹤0.01%
149
465
$16K ﹤0.01%
133
466
$16K ﹤0.01%
84
467
$16K ﹤0.01%
200
468
$16K ﹤0.01%
300
469
$16K ﹤0.01%
155
470
$16K ﹤0.01%
+300
471
$15K ﹤0.01%
3,523
472
$15K ﹤0.01%
164
473
$15K ﹤0.01%
141
474
$15K ﹤0.01%
271
475
$15K ﹤0.01%
51
17 18
19
20 21