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
151
$337K 0.04%
8,568
152
$329K 0.04%
1,660
153
$329K 0.04%
11,638
+370
154
$325K 0.04%
3,843
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155
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156
$319K 0.04%
7,163
157
$318K 0.04%
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+30
158
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3,030
159
$316K 0.04%
6,445
160
$307K 0.04%
1,445
-199
161
$304K 0.04%
1,655
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162
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1,529
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163
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164
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3,097
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165
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3,144
166
$282K 0.03%
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167
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168
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169
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170
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7,493
171
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172
$256K 0.03%
750
173
$248K 0.03%
3,650
174
$246K 0.03%
7,383
175
$244K 0.03%
5,545
+397
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