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
351
$57.8K 0.01%
238
-3
352
$57.8K 0.01%
1,821
353
$57.7K 0.01%
1,200
354
$57.1K 0.01%
541
355
$56.8K 0.01%
630
356
$56.4K 0.01%
259
357
$55.5K 0.01%
863
-809
358
$55.5K 0.01%
3,587
+72
359
$55.1K 0.01%
1,500
360
$54.8K 0.01%
163
361
$54.5K 0.01%
5,025
362
$53.6K 0.01%
256
363
$53.3K 0.01%
466
-1
364
$53K 0.01%
481
365
$52.7K 0.01%
1,400
366
$52K 0.01%
650
-20
367
$51.9K 0.01%
179
368
$51.8K 0.01%
1,688
369
$51.4K 0.01%
1,014
370
$51.1K 0.01%
57
371
$51K 0.01%
207
372
$51K 0.01%
1,690
373
$50.3K 0.01%
275
374
$50.3K 0.01%
890
375
$50.2K 0.01%
3,139
+50
13 14
15
16 17