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
551
$4K ﹤0.01%
189
552
$4K ﹤0.01%
77
553
$4K ﹤0.01%
+1,950
554
$3K ﹤0.01%
+112
555
$3K ﹤0.01%
90
556
$3K ﹤0.01%
4
557
$3K ﹤0.01%
+30
558
$3K ﹤0.01%
300
559
$3K ﹤0.01%
+48
560
$3K ﹤0.01%
100
561
$3K ﹤0.01%
168
-168
562
$3K ﹤0.01%
285
563
$3K ﹤0.01%
+15
564
$3K ﹤0.01%
8
565
$3K ﹤0.01%
3
566
$3K ﹤0.01%
650
567
$3K ﹤0.01%
40
568
$3K ﹤0.01%
64
569
$3K ﹤0.01%
39
570
$3K ﹤0.01%
+75
571
$3K ﹤0.01%
26
572
$2K ﹤0.01%
35
573
$2K ﹤0.01%
+7
574
$2K ﹤0.01%
15
575
$2K ﹤0.01%
300
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