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
$368M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.85M
3
+$1.91M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.87M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.85M

Top Sells

1
+$842K
2
+$516K
3
+$300K
4
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$279K
5
AAPL icon
Apple
AAPL
+$160K

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%
54
552
$4K ﹤0.01%
+26
553
$4K ﹤0.01%
+100
554
$3K ﹤0.01%
100
555
$3K ﹤0.01%
64
556
$3K ﹤0.01%
39
557
$3K ﹤0.01%
+75
558
$3K ﹤0.01%
+112
559
$3K ﹤0.01%
90
560
$3K ﹤0.01%
4
561
$3K ﹤0.01%
+30
562
$3K ﹤0.01%
300
563
$3K ﹤0.01%
+48
564
$3K ﹤0.01%
168
-168
565
$3K ﹤0.01%
285
566
$3K ﹤0.01%
+15
567
$3K ﹤0.01%
8
568
$3K ﹤0.01%
3
569
$3K ﹤0.01%
650
570
$3K ﹤0.01%
40
571
$3K ﹤0.01%
26
572
$2K ﹤0.01%
34
573
$2K ﹤0.01%
10
574
$2K ﹤0.01%
53
575
$2K ﹤0.01%
3
21 22
23
24 25