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
76
$829K 0.1%
4,545
-1,000
77
$824K 0.1%
5,848
78
$807K 0.09%
12,165
-142
79
$802K 0.09%
5,740
-515
80
$795K 0.09%
7,625
81
$769K 0.09%
11,639
-158
82
$754K 0.09%
1
83
$748K 0.09%
5,466
+1,300
84
$744K 0.09%
4,356
-177
85
$737K 0.09%
5,503
-7
86
$714K 0.08%
24,532
+12,092
87
$702K 0.08%
10,803
+638
88
$698K 0.08%
2,745
+20
89
$693K 0.08%
10,620
90
$689K 0.08%
4,731
91
$682K 0.08%
23,195
+1,550
92
$679K 0.08%
2,081
+8
93
$678K 0.08%
2,867
+6
94
$677K 0.08%
16,757
95
$665K 0.08%
2,646
+6
96
$665K 0.08%
8,808
-63
97
$650K 0.08%
976
+191
98
$637K 0.07%
1,930
-195
99
$630K 0.07%
1,491
-4
100
$628K 0.07%
5,487
-12
2 3
4
5 6