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
726
$4.3K ﹤0.01%
52
727
$4.29K ﹤0.01%
+1
728
$4.11K ﹤0.01%
+73
729
$4.11K ﹤0.01%
21
730
$4.03K ﹤0.01%
17
-18
731
$4.01K ﹤0.01%
30
732
$4K ﹤0.01%
+18
733
$4K ﹤0.01%
+42
734
$3.99K ﹤0.01%
+75
735
$3.95K ﹤0.01%
12
736
$3.83K ﹤0.01%
+100
737
$3.74K ﹤0.01%
151
+18
738
$3.61K ﹤0.01%
+500
739
$3.57K ﹤0.01%
67
740
$3.51K ﹤0.01%
26
741
$3.5K ﹤0.01%
52
742
$3.46K ﹤0.01%
25
743
$3.46K ﹤0.01%
100
744
$3.45K ﹤0.01%
100
745
$3.43K ﹤0.01%
16
746
$3.39K ﹤0.01%
175
747
$3.38K ﹤0.01%
225
748
$3.37K ﹤0.01%
20
-68
749
$3.3K ﹤0.01%
30
750
$3.19K ﹤0.01%
40
28 29
30
31 32