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
301
$82.2K 0.01%
3,580
302
$81.7K 0.01%
2,780
303
$81.3K 0.01%
437
+120
304
$80.9K 0.01%
750
305
$80.6K 0.01%
1,638
-200
306
$80.1K 0.01%
846
-218
307
$79.6K 0.01%
825
308
$79.2K 0.01%
800
309
$77.9K 0.01%
2,600
310
$76.8K 0.01%
633
-132
311
$76.5K 0.01%
1,095
-69
312
$76.1K 0.01%
+2,157
313
$75.8K 0.01%
265
314
$74.4K 0.01%
700
315
$74K 0.01%
2,750
316
$73.9K 0.01%
700
317
$73.9K 0.01%
998
-45
318
$73.2K 0.01%
420
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319
$72.5K 0.01%
868
320
$72.4K 0.01%
855
321
$72.2K 0.01%
165
322
$72K 0.01%
694
323
$69.2K 0.01%
1,800
-100
324
$68.4K 0.01%
1,091
325
$67.8K 0.01%
352
11 12
13
14 15