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 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
576
$13.3K ﹤0.01%
+350
577
$13.2K ﹤0.01%
114
578
$13.2K ﹤0.01%
93
-30
579
$13.1K ﹤0.01%
400
580
$13.1K ﹤0.01%
+367
581
$12.9K ﹤0.01%
+406
582
$12.9K ﹤0.01%
+210
583
$12.9K ﹤0.01%
+407
584
$12.9K ﹤0.01%
+279
585
$12.8K ﹤0.01%
152
-9
586
$12.7K ﹤0.01%
134
587
$12.7K ﹤0.01%
265
+165
588
$12.7K ﹤0.01%
153
589
$12.7K ﹤0.01%
+348
590
$12.6K ﹤0.01%
500
591
$12.6K ﹤0.01%
+94
592
$12.6K ﹤0.01%
+195
593
$12.4K ﹤0.01%
650
594
$12.3K ﹤0.01%
400
595
$12.3K ﹤0.01%
1,615
596
$12.3K ﹤0.01%
47
597
$12.2K ﹤0.01%
225
598
$12.1K ﹤0.01%
195
599
$12.1K ﹤0.01%
620
600
$12K ﹤0.01%
24