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
326
$67.6K 0.01%
1,575
-23
327
$66.9K 0.01%
660
+100
328
$66.3K 0.01%
460
+70
329
$66.3K 0.01%
303
330
$66K 0.01%
132
+10
331
$65.2K 0.01%
6,000
332
$65.1K 0.01%
493
+415
333
$65K 0.01%
1,526
+22
334
$64.3K 0.01%
1,200
335
$64K 0.01%
1,080
-17
336
$64K 0.01%
1,047
337
$63.4K 0.01%
696
338
$63.2K 0.01%
937
-53
339
$62.8K 0.01%
233
340
$62.7K 0.01%
1,910
+600
341
$62.4K 0.01%
650
342
$61.9K 0.01%
827
343
$61.6K 0.01%
430
344
$61.4K 0.01%
364
345
$61.3K 0.01%
3,704
346
$61.1K 0.01%
477
347
$59.9K 0.01%
1,280
348
$59.7K 0.01%
785
349
$58.6K 0.01%
1,228
+188
350
$58K 0.01%
3,460
12 13
14
15 16