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
776
$1.68K ﹤0.01%
128
777
$1.63K ﹤0.01%
22
778
$1.63K ﹤0.01%
12
779
$1.47K ﹤0.01%
52
780
$1.46K ﹤0.01%
100
781
$1.43K ﹤0.01%
90
782
$1.4K ﹤0.01%
7
-8
783
$1.3K ﹤0.01%
2
784
$1.25K ﹤0.01%
10
785
$1.21K ﹤0.01%
20
-19
786
$1.21K ﹤0.01%
50
787
$1.12K ﹤0.01%
+10
788
$1.11K ﹤0.01%
49
789
$1.08K ﹤0.01%
72
790
$1.01K ﹤0.01%
+10
791
$963 ﹤0.01%
11
792
$941 ﹤0.01%
1,290
+500
793
$918 ﹤0.01%
+36
794
$912 ﹤0.01%
+6
795
$889 ﹤0.01%
26
796
$844 ﹤0.01%
200
797
$842 ﹤0.01%
50
798
$826 ﹤0.01%
3
-5
799
$822 ﹤0.01%
3
-4
800
$803 ﹤0.01%
60
30 31
32
33 34