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
51
$1.59M 0.18%
4,856
52
$1.49M 0.17%
12,450
-490
53
$1.49M 0.17%
1,947
-624
54
$1.47M 0.17%
+14,641
55
$1.45M 0.17%
3,105
56
$1.38M 0.16%
7,205
+260
57
$1.33M 0.15%
56,807
-1,181
58
$1.32M 0.15%
3,711
+859
59
$1.3M 0.15%
18,961
+80
60
$1.24M 0.14%
10,973
-365
61
$1.2M 0.14%
12,256
+715
62
$1.19M 0.14%
3,437
+226
63
$1.19M 0.14%
4,215
+102
64
$1.18M 0.14%
6,238
-15
65
$1.17M 0.14%
44,577
66
$1.14M 0.13%
3,794
67
$1.14M 0.13%
9,578
-4,800
68
$1.12M 0.13%
22,987
-1,229
69
$1.11M 0.13%
24,235
70
$989K 0.11%
1,346
-44
71
$887K 0.1%
11,102
-1,385
72
$884K 0.1%
17,136
+236
73
$875K 0.1%
26,227
74
$858K 0.1%
4,626
-322
75
$847K 0.1%
6,045
-530
1 2
3
4 5