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
601
$1K ﹤0.01%
76
602
$1K ﹤0.01%
10
603
$1K ﹤0.01%
6
604
$1K ﹤0.01%
+14
605
$1K ﹤0.01%
3
606
$1K ﹤0.01%
200
607
$1K ﹤0.01%
200
608
$1K ﹤0.01%
260
609
$1K ﹤0.01%
42
610
$1K ﹤0.01%
+100
611
$1K ﹤0.01%
5
612
– –
-3
613
$0 ﹤0.01%
+10
614
– –
-189
615
– –
-4
616
– –
-32
617
– –
-116
618
– –
-245
619
– –
-14
620
– –
-40
621
$0 ﹤0.01%
26
622
– –
-35
623
– –
-176
624
– –
-14
625
– –
0
23 24
25
26 27