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
476
$24K ﹤0.01%
68
+5
477
$23.8K ﹤0.01%
125
478
$23.4K ﹤0.01%
900
479
$23.3K ﹤0.01%
204
+1
480
$23.1K ﹤0.01%
1,700
481
$23.1K ﹤0.01%
+396
482
$22.9K ﹤0.01%
2,046
483
$22.6K ﹤0.01%
800
484
$22.6K ﹤0.01%
100
485
$22.5K ﹤0.01%
+848
486
$22.5K ﹤0.01%
500
-35
487
$22.4K ﹤0.01%
561
488
$21.8K ﹤0.01%
230
+20
489
$21.6K ﹤0.01%
410
490
$21.6K ﹤0.01%
28
-4
491
$21.6K ﹤0.01%
328
492
$21.5K ﹤0.01%
160
-13
493
$21.5K ﹤0.01%
150
494
$21.4K ﹤0.01%
934
+7
495
$21.4K ﹤0.01%
150
496
$21.4K ﹤0.01%
104
497
$21.3K ﹤0.01%
82
-6
498
$21.2K ﹤0.01%
135
-9
499
$21.1K ﹤0.01%
490
500
$20.8K ﹤0.01%
38
-6
18 19
20
21 22