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
551
$15K ﹤0.01%
800
552
$14.9K ﹤0.01%
410
-121
553
$14.8K ﹤0.01%
5,372
554
$14.7K ﹤0.01%
80
-30
555
$14.7K ﹤0.01%
217
+157
556
$14.6K ﹤0.01%
360
-627
557
$14.5K ﹤0.01%
+280
558
$14.5K ﹤0.01%
307
-162
559
$14.5K ﹤0.01%
235
560
$14.4K ﹤0.01%
264
561
$14.3K ﹤0.01%
238
+1
562
$14.2K ﹤0.01%
350
+300
563
$14.1K ﹤0.01%
64
564
$14K ﹤0.01%
179
565
$14K ﹤0.01%
169
566
$14K ﹤0.01%
45
-3
567
$13.9K ﹤0.01%
186
-10
568
$13.7K ﹤0.01%
230
569
$13.6K ﹤0.01%
77
570
$13.5K ﹤0.01%
601
571
$13.5K ﹤0.01%
589
572
$13.5K ﹤0.01%
140
573
$13.5K ﹤0.01%
806
574
$13.5K ﹤0.01%
128
+3
575
$13.3K ﹤0.01%
+421
21 22
23
24 25