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

Top Buys

1
+$15.6M
2
+$9.07M
3
+$7.76M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.17M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.54M

Top Sells

1
+$12.4M
2
+$1.54M
3
+$899K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$377K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$349K

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
651
$3K ﹤0.01%
74
-756
652
$3K ﹤0.01%
100
653
$3K ﹤0.01%
34
654
$3K ﹤0.01%
45
655
$3K ﹤0.01%
99
656
$3K ﹤0.01%
64
657
$3K ﹤0.01%
64
658
$3K ﹤0.01%
8
659
$3K ﹤0.01%
25
-25
660
$3K ﹤0.01%
300
661
$3K ﹤0.01%
20
662
$3K ﹤0.01%
185
663
$3K ﹤0.01%
115
664
$2K ﹤0.01%
10
665
$2K ﹤0.01%
47
-6
666
$2K ﹤0.01%
4
667
$2K ﹤0.01%
160
-6
668
$2K ﹤0.01%
125
669
$2K ﹤0.01%
15
670
$2K ﹤0.01%
+23
671
$2K ﹤0.01%
61
672
$2K ﹤0.01%
10
673
$2K ﹤0.01%
23
674
$2K ﹤0.01%
217
+12
675
$2K ﹤0.01%
40
25 26
27
28 29