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
101
$613K 0.07%
5,106
102
$594K 0.07%
4,796
-39
103
$592K 0.07%
1,742
-11
104
$586K 0.07%
9,638
-744
105
$581K 0.07%
6,933
+36
106
$580K 0.07%
3,577
-159
107
$576K 0.07%
6,144
108
$572K 0.07%
1,166
-5
109
$559K 0.06%
909
110
$543K 0.06%
6,474
+96
111
$523K 0.06%
2,438
-134
112
$516K 0.06%
22,839
-2,104
113
$513K 0.06%
7,031
-132
114
$509K 0.06%
8,493
115
$505K 0.06%
7,585
116
$505K 0.06%
3,250
-322
117
$478K 0.06%
2,856
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118
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3,596
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119
$463K 0.05%
2,308
-6
120
$455K 0.05%
491
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121
$454K 0.05%
1,747
+18
122
$448K 0.05%
788
+8
123
$442K 0.05%
2,300
-301
124
$425K 0.05%
3,025
+140
125
$419K 0.05%
2,172
+1
3 4
5
6 7