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
126
$418K 0.05%
9,136
+194
127
$416K 0.05%
1,200
128
$405K 0.05%
12,941
+26
129
$404K 0.05%
1,216
+6
130
$396K 0.05%
866
-188
131
$388K 0.04%
8,770
+2,556
132
$386K 0.04%
2,072
+264
133
$386K 0.04%
6,809
-580
134
$381K 0.04%
4,706
135
$379K 0.04%
1,818
-22
136
$379K 0.04%
3,965
-336
137
$377K 0.04%
6,628
138
$376K 0.04%
5,164
+147
139
$367K 0.04%
491
140
$362K 0.04%
4,387
141
$362K 0.04%
1,283
142
$358K 0.04%
4,028
+202
143
$357K 0.04%
751
+30
144
$352K 0.04%
2,490
145
$349K 0.04%
1,237
-64
146
$348K 0.04%
3,335
-29
147
$340K 0.04%
3,569
148
$338K 0.04%
696
+2
149
$337K 0.04%
676
-3
150
$337K 0.04%
2,315
-36
4 5
6
7 8