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
401
$42.3K 0.01%
224
402
$42.2K 0.01%
460
-269
403
$41.9K 0.01%
987
404
$41.2K ﹤0.01%
2,270
+800
405
$40.7K ﹤0.01%
123
406
$40.6K ﹤0.01%
984
407
$40.2K ﹤0.01%
2,119
408
$39.3K ﹤0.01%
529
409
$39.1K ﹤0.01%
750
-245
410
$39K ﹤0.01%
740
411
$38.9K ﹤0.01%
351
412
$38.8K ﹤0.01%
124
-200
413
$38.7K ﹤0.01%
125
414
$38.5K ﹤0.01%
1,100
415
$38.4K ﹤0.01%
1,025
416
$38.4K ﹤0.01%
849
417
$38.4K ﹤0.01%
940
+70
418
$38.4K ﹤0.01%
260
419
$37.7K ﹤0.01%
474
+9
420
$37.2K ﹤0.01%
500
-920
421
$36.9K ﹤0.01%
190
422
$36.8K ﹤0.01%
234
423
$36.2K ﹤0.01%
238
-25
424
$35.8K ﹤0.01%
1,195
425
$35.6K ﹤0.01%
927
+260
15 16
17
18 19