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
201
$202K 0.02%
1,000
-18
202
$199K 0.02%
3,680
203
$198K 0.02%
2,547
+152
204
$198K 0.02%
1,573
-22
205
$197K 0.02%
584
+525
206
$194K 0.02%
1,209
207
$190K 0.02%
1,203
208
$188K 0.02%
1,054
-300
209
$188K 0.02%
236
-89
210
$186K 0.02%
1,450
211
$185K 0.02%
557
212
$185K 0.02%
2,000
213
$184K 0.02%
1,660
214
$183K 0.02%
898
-82
215
$183K 0.02%
3,394
216
$182K 0.02%
5,082
217
$180K 0.02%
3,260
218
$179K 0.02%
1,072
219
$177K 0.02%
6,270
220
$177K 0.02%
3,045
221
$169K 0.02%
4,068
222
$163K 0.02%
1,160
223
$161K 0.02%
3,031
+313
224
$160K 0.02%
343
-2
225
$160K 0.02%
650
-2
7 8
9
10 11