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
426
$35.3K ﹤0.01%
1,653
427
$35K ﹤0.01%
263
428
$35K ﹤0.01%
497
429
$34.7K ﹤0.01%
153
430
$34.6K ﹤0.01%
483
431
$34.3K ﹤0.01%
850
432
$33.4K ﹤0.01%
560
433
$33.4K ﹤0.01%
1,600
434
$33.3K ﹤0.01%
404
435
$33.3K ﹤0.01%
330
+143
436
$33.3K ﹤0.01%
97
437
$32.9K ﹤0.01%
1,926
+946
438
$32.4K ﹤0.01%
1,000
439
$32.4K ﹤0.01%
+2,482
440
$32.3K ﹤0.01%
444
441
$31.8K ﹤0.01%
848
442
$31.6K ﹤0.01%
913
443
$31.6K ﹤0.01%
540
444
$31.6K ﹤0.01%
260
-10
445
$31.4K ﹤0.01%
984
-120
446
$30.9K ﹤0.01%
530
447
$30.6K ﹤0.01%
1,000
448
$29.8K ﹤0.01%
400
449
$29.8K ﹤0.01%
2,076
450
$29.5K ﹤0.01%
450
16 17
18
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