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
701
$5.29K ﹤0.01%
+155
702
$5.18K ﹤0.01%
425
703
$5.17K ﹤0.01%
200
704
$5.16K ﹤0.01%
690
+125
705
$5.12K ﹤0.01%
+25
706
$5.01K ﹤0.01%
50
707
$5K ﹤0.01%
50
708
$5K ﹤0.01%
90
709
$4.98K ﹤0.01%
32
710
$4.96K ﹤0.01%
+41
711
$4.91K ﹤0.01%
+20
712
$4.88K ﹤0.01%
142
713
$4.88K ﹤0.01%
131
714
$4.85K ﹤0.01%
53
715
$4.83K ﹤0.01%
1,000
-2,914
716
$4.74K ﹤0.01%
29
717
$4.56K ﹤0.01%
700
718
$4.55K ﹤0.01%
200
719
$4.55K ﹤0.01%
400
720
$4.54K ﹤0.01%
100
721
$4.54K ﹤0.01%
+52
722
$4.47K ﹤0.01%
85
723
$4.45K ﹤0.01%
18
-16
724
$4.34K ﹤0.01%
34
725
$4.31K ﹤0.01%
118
-715
27 28
29
30 31