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
$428M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$9.11M
3
+$7.57M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.57M

Top Sells

1
+$12.7M
2
+$1.55M
3
+$906K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$376K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$348K

Sector Composition

1 Technology 4.65%
2 Financials 2.35%
3 Industrials 2.25%
4 Healthcare 2.03%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4K ﹤0.01%
200
627
$4K ﹤0.01%
+28
628
$4K ﹤0.01%
75
629
$4K ﹤0.01%
205
630
$4K ﹤0.01%
303
631
$4K ﹤0.01%
276
632
$4K ﹤0.01%
35
633
$4K ﹤0.01%
285
634
$4K ﹤0.01%
+100
635
$4K ﹤0.01%
36
636
$4K ﹤0.01%
26
637
$4K ﹤0.01%
35
638
$4K ﹤0.01%
189
639
$4K ﹤0.01%
746
640
$4K ﹤0.01%
77
641
$4K ﹤0.01%
86
642
$3K ﹤0.01%
8
643
$3K ﹤0.01%
25
-25
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8
645
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30
646
$3K ﹤0.01%
300
647
$3K ﹤0.01%
20
648
$3K ﹤0.01%
185
649
$3K ﹤0.01%
115
650
$3K ﹤0.01%
119
24 25
26
27 28