HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.56%
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
+$2.86M
3
+$2.01M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.89M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.88M

Top Sells

1
+$842K
2
+$510K
3
+$300K
4
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$283K
5
AAPL icon
Apple
AAPL
+$169K

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
526
$5K ﹤0.01%
+88
527
$5K ﹤0.01%
550
528
$5K ﹤0.01%
45
529
$5K ﹤0.01%
+25
530
$5K ﹤0.01%
+13
531
$5K ﹤0.01%
99
532
$5K ﹤0.01%
138
533
$5K ﹤0.01%
102
534
$5K ﹤0.01%
55
535
$5K ﹤0.01%
33
+25
536
$5K ﹤0.01%
50
537
$5K ﹤0.01%
500
538
$5K ﹤0.01%
+42
539
$4K ﹤0.01%
29
540
$4K ﹤0.01%
+79
541
$4K ﹤0.01%
119
542
$4K ﹤0.01%
+50
543
$4K ﹤0.01%
303
544
$4K ﹤0.01%
36
545
$4K ﹤0.01%
100
546
$4K ﹤0.01%
35
547
$4K ﹤0.01%
54
548
$4K ﹤0.01%
+26
549
$4K ﹤0.01%
354
550
$4K ﹤0.01%
+100
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