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
+$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
501
$7K ﹤0.01%
173
502
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503
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504
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505
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506
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507
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400
-150
508
$7K ﹤0.01%
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510
$6K ﹤0.01%
70
511
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85
512
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+50
513
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514
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516
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517
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518
$6K ﹤0.01%
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521
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452
522
$5K ﹤0.01%
+80
523
$5K ﹤0.01%
210
524
$5K ﹤0.01%
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525
$5K ﹤0.01%
+85
19 20
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