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
$743M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.58M
3
+$3.24M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.04M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.86M

Top Sells

1
+$682K
2
+$379K
3
+$293K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$290K
5
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$230K

Sector Composition

1 Technology 5.65%
2 Financials 2.54%
3 Consumer Discretionary 2.29%
4 Industrials 2.18%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$16.1K ﹤0.01%
44
-3
527
$16.1K ﹤0.01%
620
-26
528
$16K ﹤0.01%
1,288
-70
529
$15.7K ﹤0.01%
2,402
530
$15.5K ﹤0.01%
200
531
$15.3K ﹤0.01%
415
-273
532
$15.2K ﹤0.01%
88
533
$15.1K ﹤0.01%
286
534
$15.1K ﹤0.01%
+143
535
$14.9K ﹤0.01%
134
536
$14.8K ﹤0.01%
+204
537
$14.8K ﹤0.01%
1,400
538
$14.7K ﹤0.01%
200
539
$14.6K ﹤0.01%
131
+96
540
$14.6K ﹤0.01%
475
+127
541
$14.6K ﹤0.01%
179
542
$14.6K ﹤0.01%
100
543
$14.6K ﹤0.01%
55
+10
544
$14.5K ﹤0.01%
65
545
$14.5K ﹤0.01%
2
546
$14.5K ﹤0.01%
141
+1
547
$14.4K ﹤0.01%
225
-14
548
$14.3K ﹤0.01%
510
549
$14.3K ﹤0.01%
237
550
$14.3K ﹤0.01%
+169
20 21
22
23 24