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
601
$11.7K ﹤0.01%
+476
602
$11.6K ﹤0.01%
400
+138
603
$11.5K ﹤0.01%
+204
604
$11.5K ﹤0.01%
601
605
$11.3K ﹤0.01%
60
606
$11.2K ﹤0.01%
20
607
$11.2K ﹤0.01%
158
608
$11.2K ﹤0.01%
182
609
$11.1K ﹤0.01%
50
610
$11.1K ﹤0.01%
309
611
$11K ﹤0.01%
96
612
$10.9K ﹤0.01%
250
613
$10.9K ﹤0.01%
78
-415
614
$10.8K ﹤0.01%
100
615
$10.8K ﹤0.01%
600
616
$10.7K ﹤0.01%
204
617
$10.6K ﹤0.01%
236
+2
618
$10.5K ﹤0.01%
306
619
$10.5K ﹤0.01%
23
-7
620
$10.4K ﹤0.01%
116
621
$10.4K ﹤0.01%
75
622
$10.3K ﹤0.01%
180
623
$10.1K ﹤0.01%
328
624
$10.1K ﹤0.01%
2,027
625
$10K ﹤0.01%
31
23 24
25
26 27