HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$86K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$972K
3
+$956K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$844K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$527K

Top Sells

1
+$2.58M
2
+$211K
3
+$181K
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$179K
5
CYH icon
Community Health Systems
CYH
+$176K

Sector Composition

1 Technology 4.4%
2 Financials 2.49%
3 Industrials 2.03%
4 Healthcare 1.99%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12K ﹤0.01%
36
477
$12K ﹤0.01%
+400
478
$12K ﹤0.01%
153
479
$12K ﹤0.01%
91
+54
480
$12K ﹤0.01%
205
481
$12K ﹤0.01%
204
482
$12K ﹤0.01%
830
+130
483
$12K ﹤0.01%
620
484
$11K ﹤0.01%
150
485
$11K ﹤0.01%
60
+35
486
$11K ﹤0.01%
24
487
$11K ﹤0.01%
280
+70
488
$10K ﹤0.01%
1,055
489
$10K ﹤0.01%
250
+170
490
$10K ﹤0.01%
143
491
$10K ﹤0.01%
63
-226
492
$10K ﹤0.01%
50
493
$10K ﹤0.01%
50
494
$10K ﹤0.01%
+483
495
$9K ﹤0.01%
63
496
$9K ﹤0.01%
300
+225
497
$9K ﹤0.01%
121
498
$9K ﹤0.01%
+500
499
$9K ﹤0.01%
+118
500
$9K ﹤0.01%
91
18 19
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