HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$841M
AUM Growth
+$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$6.47M
3
+$5.68M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.67M
5
UNM icon
Unum
UNM
+$2.17M

Top Sells

1
+$1.02M
2
+$750K
3
+$430K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$426K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$336K

Sector Composition

1 Technology 5.91%
2 Financials 2.62%
3 Consumer Discretionary 2.29%
4 Industrials 2.09%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$166K 0.02%
3,625
227
$165K 0.02%
1,660
228
$164K 0.02%
2,240
229
$162K 0.02%
2,860
+2,853
230
$158K 0.02%
2,300
231
$158K 0.02%
3,053
232
$158K 0.02%
3,045
233
$158K 0.02%
2,041
-1,750
234
$157K 0.02%
4,068
+850
235
$154K 0.02%
1,421
236
$154K 0.02%
1,553
-1,000
237
$154K 0.02%
1,354
238
$150K 0.02%
341
239
$149K 0.02%
2,632
-92
240
$148K 0.02%
1,286
241
$148K 0.02%
1,444
-18
242
$146K 0.02%
1,450
-50
243
$144K 0.02%
1,071
-200
244
$144K 0.02%
4,287
245
$143K 0.02%
2,074
246
$138K 0.02%
4,636
247
$136K 0.02%
652
+2
248
$136K 0.02%
1,913
249
$134K 0.02%
1,062
250
$132K 0.02%
258
8 9
10
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