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
251
$129K 0.02%
245
252
$129K 0.02%
2,718
-110
253
$127K 0.02%
860
-1
254
$126K 0.01%
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-2,800
255
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1,250
256
$123K 0.01%
540
-9
257
$120K 0.01%
558
+11
258
$119K 0.01%
1,350
259
$116K 0.01%
900
260
$113K 0.01%
413
261
$112K 0.01%
1,027
262
$111K 0.01%
901
263
$111K 0.01%
787
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264
$110K 0.01%
716
265
$110K 0.01%
731
266
$108K 0.01%
2,215
267
$108K 0.01%
3,052
268
$108K 0.01%
1,027
269
$108K 0.01%
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270
$107K 0.01%
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271
$107K 0.01%
1,500
272
$106K 0.01%
280
273
$105K 0.01%
266
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274
$104K 0.01%
+1,253
275
$102K 0.01%
191
9 10
11
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