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
$368M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1 +$4.06M
2 +$2.85M
3 +$1.91M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.87M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.85M

Top Sells

1 +$842K
2 +$516K
3 +$300K
4
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$279K
5
AAPL icon
Apple
AAPL
+$160K

Sector Composition

1 Technology 4.42%
2 Financials 2.43%
3 Industrials 2.23%
4 Healthcare 1.99%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$9K ﹤0.01%
203
477
$9K ﹤0.01%
61
+11
478
$9K ﹤0.01%
81
+61
479
$9K ﹤0.01%
+24
480
$9K ﹤0.01%
163
481
$9K ﹤0.01%
200
482
$9K ﹤0.01%
91
+24
483
$9K ﹤0.01%
276
484
$9K ﹤0.01%
55
485
$9K ﹤0.01%
142
486
$9K ﹤0.01%
63
487
$8K ﹤0.01%
107
488
$8K ﹤0.01%
20
489
$8K ﹤0.01%
200
490
$8K ﹤0.01%
40
491
$8K ﹤0.01%
39
492
$8K ﹤0.01%
+210
493
$8K ﹤0.01%
63
494
$7K ﹤0.01%
173
495
$7K ﹤0.01%
60
496
$7K ﹤0.01%
110
497
$7K ﹤0.01%
400
-150
498
$7K ﹤0.01%
27
499
$7K ﹤0.01%
272
500
$7K ﹤0.01%
+58