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
$665M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$4.35M
3
+$3.32M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.85M
5
BITX icon
2x Bitcoin Strategy ETF
BITX
+$1.83M

Top Sells

1
+$1.85M
2
+$590K
3
+$547K
4
BBAX icon
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
+$390K
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$380K

Sector Composition

1 Technology 4.78%
2 Financials 2.48%
3 Consumer Discretionary 2.32%
4 Industrials 1.95%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
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