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
501
$20.6K ﹤0.01%
200
502
$20.1K ﹤0.01%
435
503
$19.8K ﹤0.01%
620
504
$19.7K ﹤0.01%
200
505
$19.5K ﹤0.01%
400
506
$19.5K ﹤0.01%
248
507
$19.4K ﹤0.01%
+328
508
$19.4K ﹤0.01%
608
+68
509
$19.4K ﹤0.01%
109
-5
510
$19.4K ﹤0.01%
406
511
$19K ﹤0.01%
666
512
$18.9K ﹤0.01%
1,288
513
$18.8K ﹤0.01%
200
514
$18.7K ﹤0.01%
2,000
+500
515
$18.7K ﹤0.01%
141
516
$18.5K ﹤0.01%
412
517
$18.4K ﹤0.01%
200
518
$18.4K ﹤0.01%
150
-110
519
$18.3K ﹤0.01%
200
520
$18.2K ﹤0.01%
204
521
$18K ﹤0.01%
199
-1,054
522
$17.8K ﹤0.01%
1,033
-136
523
$17.8K ﹤0.01%
250
-36
524
$17.3K ﹤0.01%
200
525
$17.2K ﹤0.01%
270
-270
19 20
21
22 23