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
376
$49.9K 0.01%
3,875
377
$49.7K 0.01%
492
378
$49.5K 0.01%
849
379
$49.3K 0.01%
254
+5
380
$48.8K 0.01%
607
-80
381
$48.1K 0.01%
640
-200
382
$48.1K 0.01%
387
383
$48.1K 0.01%
2,000
384
$47.8K 0.01%
400
385
$47.2K 0.01%
212
386
$46.7K 0.01%
1,007
387
$46.3K 0.01%
8,080
388
$46.2K 0.01%
152
389
$45.2K 0.01%
665
390
$44.8K 0.01%
700
391
$44.5K 0.01%
523
-2
392
$44K 0.01%
225
393
$43.2K 0.01%
1,248
394
$43.2K 0.01%
4,932
+102
395
$42.9K 0.01%
567
-32
396
$42.9K 0.01%
57
397
$42.9K 0.01%
140
-3
398
$42.9K 0.01%
139
399
$42.7K 0.01%
229
-25
400
$42.5K 0.01%
785
-650
14 15
16
17 18