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
651
– –
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652
$0 ﹤0.01%
+1
653
$0 ﹤0.01%
+7
654
– –
-28,576
655
$0 ﹤0.01%
+3
656
– –
0
657
$0 ﹤0.01%
74
658
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-200
659
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660
$0 ﹤0.01%
54
661
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662
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-1,950
663
– –
-8
664
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-20
665
– –
-4,000
666
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667
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-30
668
– –
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669
– –
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670
– –
-2
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