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
+$86K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$951K
3
+$930K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$821K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$512K

Top Sells

1
+$2.51M
2
+$206K
3
+$181K
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$178K
5
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$166K

Sector Composition

1 Technology 4.4%
2 Financials 2.49%
3 Industrials 2.03%
4 Healthcare 1.99%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5K ﹤0.01%
138
552
$5K ﹤0.01%
+48
553
$5K ﹤0.01%
102
554
$5K ﹤0.01%
55
555
$5K ﹤0.01%
1,950
556
$5K ﹤0.01%
+40
557
$5K ﹤0.01%
42
+16
558
$4K ﹤0.01%
79
559
$4K ﹤0.01%
119
560
$4K ﹤0.01%
189
561
$4K ﹤0.01%
77
562
$4K ﹤0.01%
303
563
$4K ﹤0.01%
50
564
$4K ﹤0.01%
140
565
$4K ﹤0.01%
+36
566
$4K ﹤0.01%
20
+7
567
$4K ﹤0.01%
980
+330
568
$3K ﹤0.01%
+45
569
$3K ﹤0.01%
+10
570
$3K ﹤0.01%
64
571
$3K ﹤0.01%
39
572
$3K ﹤0.01%
285
573
$3K ﹤0.01%
8
574
$3K ﹤0.01%
90
575
$3K ﹤0.01%
+52
21 22
23
24 25