HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.56%
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
+$2.86M
3
+$2.01M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.89M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.88M

Top Sells

1
+$842K
2
+$510K
3
+$300K
4
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$283K
5
AAPL icon
Apple
AAPL
+$169K

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
626
$0 ﹤0.01%
1
627
– –
-6
628
$0 ﹤0.01%
57
629
– –
-33
630
– –
-24
631
$0 ﹤0.01%
4
632
– –
-35
633
– –
-4
634
– –
-40
635
– –
-40
636
$0 ﹤0.01%
+7
637
$0 ﹤0.01%
6
638
– –
-52
639
$0 ﹤0.01%
+1
640
$0 ﹤0.01%
+7
641
– –
-28,576
642
$0 ﹤0.01%
+3
643
– –
0
644
$0 ﹤0.01%
74
645
– –
-200
646
– –
-34
647
$0 ﹤0.01%
54
648
– –
-20
649
– –
-1,950
650
– –
-8
23 24 25
26
27