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
276
$102K 0.01%
943
-67
277
$101K 0.01%
1,110
278
$101K 0.01%
945
279
$97.2K 0.01%
+2,451
280
$96.1K 0.01%
820
281
$94.8K 0.01%
1,803
282
$94.6K 0.01%
881
283
$93.2K 0.01%
3,700
284
$92.4K 0.01%
851
285
$91.8K 0.01%
169
-45
286
$91.5K 0.01%
3,775
287
$91.5K 0.01%
3,600
288
$91K 0.01%
3,750
289
$90K 0.01%
1,944
-667
290
$88.2K 0.01%
84
291
$87.9K 0.01%
285
292
$87.6K 0.01%
258
293
$87.4K 0.01%
111
-4
294
$87K 0.01%
1,550
-50
295
$86.9K 0.01%
809
296
$86.7K 0.01%
1,257
-1
297
$86.2K 0.01%
1,478
298
$85.3K 0.01%
63,692
299
$82.9K 0.01%
844
300
$82.9K 0.01%
4,126
+965
10 11
12
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