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
676
$6.55K ﹤0.01%
24
+12
677
$6.5K ﹤0.01%
164
678
$6.42K ﹤0.01%
107
679
$6.39K ﹤0.01%
+237
680
$6.33K ﹤0.01%
500
681
$6.27K ﹤0.01%
149
-90
682
$6.27K ﹤0.01%
52
683
$6.26K ﹤0.01%
540
-540
684
$6.16K ﹤0.01%
466
685
$6.13K ﹤0.01%
120
686
$6.04K ﹤0.01%
40
-13
687
$5.99K ﹤0.01%
+121
688
$5.89K ﹤0.01%
58
-465
689
$5.85K ﹤0.01%
+200
690
$5.84K ﹤0.01%
80
691
$5.83K ﹤0.01%
100
692
$5.75K ﹤0.01%
100
693
$5.71K ﹤0.01%
182
+153
694
$5.68K ﹤0.01%
100
695
$5.58K ﹤0.01%
200
696
$5.56K ﹤0.01%
38
697
$5.54K ﹤0.01%
+109
698
$5.36K ﹤0.01%
+100
699
$5.35K ﹤0.01%
175
700
$5.31K ﹤0.01%
7
-3
26 27
28
29 30