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
176
$243K 0.03%
800
-20
177
$242K 0.03%
5,080
+1,455
178
$242K 0.03%
1,960
+350
179
$237K 0.03%
1,196
180
$235K 0.03%
5,072
181
$234K 0.03%
2,000
182
$232K 0.03%
9,098
+112
183
$231K 0.03%
5,473
-37,718
184
$230K 0.03%
4,520
185
$230K 0.03%
1,035
-48
186
$229K 0.03%
780
+25
187
$228K 0.03%
235
+3
188
$222K 0.03%
8,855
189
$222K 0.03%
5,225
190
$221K 0.03%
1,300
-100
191
$218K 0.03%
3,058
192
$217K 0.03%
400
193
$215K 0.02%
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194
$215K 0.02%
4,715
195
$209K 0.02%
3,285
196
$207K 0.02%
2,482
-149
197
$207K 0.02%
6,166
-2,218
198
$207K 0.02%
3,180
+320
199
$203K 0.02%
1,600
200
$202K 0.02%
1,455
6 7
8
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