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
576
$2K ﹤0.01%
102
577
$2K ﹤0.01%
35
578
$2K ﹤0.01%
+7
579
$2K ﹤0.01%
15
580
$2K ﹤0.01%
300
581
$2K ﹤0.01%
10
582
$2K ﹤0.01%
14
583
$2K ﹤0.01%
+127
584
$2K ﹤0.01%
115
585
$2K ﹤0.01%
200
586
$2K ﹤0.01%
+25
587
$2K ﹤0.01%
36
588
$2K ﹤0.01%
250
589
$1K ﹤0.01%
6
-35
590
$1K ﹤0.01%
12
591
$1K ﹤0.01%
21
592
$1K ﹤0.01%
20
593
$1K ﹤0.01%
+32
594
$1K ﹤0.01%
+3
595
$1K ﹤0.01%
25
+1
596
$1K ﹤0.01%
225
597
$1K ﹤0.01%
9
598
$1K ﹤0.01%
15
599
$1K ﹤0.01%
18
600
$1K ﹤0.01%
50
22 23
24
25 26