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
526
$17.2K ﹤0.01%
180
-150
527
$17K ﹤0.01%
91
+62
528
$17K ﹤0.01%
4,300
529
$16.8K ﹤0.01%
200
530
$16.7K ﹤0.01%
346
+141
531
$16.7K ﹤0.01%
61
532
$16.6K ﹤0.01%
150
533
$16.5K ﹤0.01%
261
+132
534
$16.3K ﹤0.01%
115
535
$16.2K ﹤0.01%
+691
536
$16.1K ﹤0.01%
2
537
$16K ﹤0.01%
447
-1,710
538
$16K ﹤0.01%
137
539
$15.9K ﹤0.01%
+294
540
$15.9K ﹤0.01%
161
+17
541
$15.8K ﹤0.01%
81
-1,404
542
$15.7K ﹤0.01%
2,350
543
$15.7K ﹤0.01%
1,400
544
$15.7K ﹤0.01%
200
-460
545
$15.4K ﹤0.01%
+359
546
$15.3K ﹤0.01%
700
+200
547
$15.2K ﹤0.01%
+315
548
$15K ﹤0.01%
417
549
$15K ﹤0.01%
306
550
$15K ﹤0.01%
1,215
20 21
22
23 24