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
651
$8.48K ﹤0.01%
1,210
652
$8.39K ﹤0.01%
+677
653
$8.17K ﹤0.01%
345
654
$8.05K ﹤0.01%
+33
655
$8.05K ﹤0.01%
221
656
$7.91K ﹤0.01%
153
657
$7.89K ﹤0.01%
265
658
$7.89K ﹤0.01%
300
659
$7.86K ﹤0.01%
100
660
$7.82K ﹤0.01%
725
661
$7.82K ﹤0.01%
88
662
$7.77K ﹤0.01%
818
663
$7.75K ﹤0.01%
13
664
$7.65K ﹤0.01%
122
665
$7.64K ﹤0.01%
100
666
$7.16K ﹤0.01%
+108
667
$7.03K ﹤0.01%
104
668
$6.93K ﹤0.01%
+220
669
$6.84K ﹤0.01%
1,350
670
$6.82K ﹤0.01%
75
-21
671
$6.77K ﹤0.01%
152
672
$6.74K ﹤0.01%
28
-8
673
$6.73K ﹤0.01%
100
674
$6.63K ﹤0.01%
56
675
$6.55K ﹤0.01%
185
25 26
27
28 29