HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.66M
3
+$1.54M
4
RF icon
Regions Financial
RF
+$1.4M
5
WM icon
Waste Management
WM
+$918K

Top Sells

1
+$2.45M
2
+$2.2M
3
+$1.38M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$525K
5
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$446K

Sector Composition

1 Technology 3.99%
2 Consumer Discretionary 2.16%
3 Financials 2%
4 Industrials 1.63%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-211
827
– –
-165
828
– –
-50
829
– –
-62
830
– –
-33
831
– –
-74
30 31 32 33
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