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
801
$794 ﹤0.01%
484
802
$658 ﹤0.01%
16
803
$603 ﹤0.01%
33
-46
804
$591 ﹤0.01%
50
805
$576 ﹤0.01%
+12
806
$546 ﹤0.01%
+17
807
$542 ﹤0.01%
12
808
$530 ﹤0.01%
59
809
$522 ﹤0.01%
141
+2
810
$328 ﹤0.01%
113
811
$316 ﹤0.01%
20
812
$297 ﹤0.01%
15
813
$288 ﹤0.01%
10
814
$266 ﹤0.01%
4
815
$261 ﹤0.01%
2
816
$217 ﹤0.01%
3
817
$209 ﹤0.01%
27
818
$203 ﹤0.01%
70
819
$191 ﹤0.01%
2
820
$185 ﹤0.01%
+4
821
$169 ﹤0.01%
17
822
$168 ﹤0.01%
6
823
$160 ﹤0.01%
3
824
$155 ﹤0.01%
60
825
$134 ﹤0.01%
7
31 32
33
34 35