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
626
$9.99K ﹤0.01%
+200
627
$9.97K ﹤0.01%
+185
628
$9.93K ﹤0.01%
1,500
629
$9.8K ﹤0.01%
250
630
$9.79K ﹤0.01%
2,250
631
$9.73K ﹤0.01%
127
632
$9.64K ﹤0.01%
197
+1
633
$9.6K ﹤0.01%
200
634
$9.57K ﹤0.01%
490
+199
635
$9.38K ﹤0.01%
100
636
$9.35K ﹤0.01%
4
637
$9.34K ﹤0.01%
70
638
$9.33K ﹤0.01%
190
+64
639
$9.21K ﹤0.01%
235
+75
640
$9.16K ﹤0.01%
175
641
$9.15K ﹤0.01%
500
+180
642
$9.1K ﹤0.01%
120
643
$9.06K ﹤0.01%
320
+236
644
$9.03K ﹤0.01%
170
645
$8.97K ﹤0.01%
+237
646
$8.93K ﹤0.01%
132
-18
647
$8.72K ﹤0.01%
164
648
$8.68K ﹤0.01%
60
649
$8.57K ﹤0.01%
577
+200
650
$8.55K ﹤0.01%
70
24 25
26
27 28