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
451
$27.5K ﹤0.01%
334
-233
452
$27.3K ﹤0.01%
40
-71
453
$27.3K ﹤0.01%
342
454
$27.1K ﹤0.01%
200
455
$27.1K ﹤0.01%
200
456
$26.8K ﹤0.01%
986
457
$26.6K ﹤0.01%
718
458
$26.5K ﹤0.01%
371
459
$26.4K ﹤0.01%
74
-8
460
$26.2K ﹤0.01%
+383
461
$26.1K ﹤0.01%
234
462
$26K ﹤0.01%
1,010
-185
463
$25.9K ﹤0.01%
400
464
$25.7K ﹤0.01%
750
-350
465
$25.7K ﹤0.01%
210
466
$25.5K ﹤0.01%
+935
467
$25.2K ﹤0.01%
203
468
$24.9K ﹤0.01%
+741
469
$24.9K ﹤0.01%
150
470
$24.9K ﹤0.01%
104
+37
471
$24.9K ﹤0.01%
220
472
$24.6K ﹤0.01%
+350
473
$24.5K ﹤0.01%
300
-90
474
$24.2K ﹤0.01%
200
475
$24.1K ﹤0.01%
+6,000
17 18
19
20 21