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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
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
826
$129 ﹤0.01%
12
827
$102 ﹤0.01%
3
828
$66 ﹤0.01%
6
-1
829
$65 ﹤0.01%
5
-1
830
$61 ﹤0.01%
2
831
$56 ﹤0.01%
12
832
$12 ﹤0.01%
2
833
$6 ﹤0.01%
3
834
– –
0
835
$3 ﹤0.01%
1
836
– –
0
837
– –
-55
838
– –
-7
839
– –
-210
840
– –
-7
841
– –
-4
842
– –
-34
843
– –
-32
844
– –
-1
845
– –
-20
846
– –
-622
847
– –
-7
848
– –
-2
849
– –
-14
850
– –
-11
32 33
34
35 36