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

Top Buys

1
+$15.6M
2
+$9.07M
3
+$7.76M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.17M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.54M

Top Sells

1
+$12.4M
2
+$1.54M
3
+$899K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$377K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$349K

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
476
$15K ﹤0.01%
141
477
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478
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51
479
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480
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2,500
481
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75
-690
482
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+520
483
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484
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136
485
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486
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487
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477
488
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489
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500
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$15K ﹤0.01%
154
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$14K ﹤0.01%
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497
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398
498
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105
499
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294
500
$14K ﹤0.01%
58
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