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
451
$29.3K ﹤0.01%
82
452
$29.1K ﹤0.01%
334
453
$28.9K ﹤0.01%
1,522
454
$28.7K ﹤0.01%
833
455
$28.7K ﹤0.01%
277
-1
456
$28.7K ﹤0.01%
+312
457
$28.7K ﹤0.01%
790
458
$28.5K ﹤0.01%
225
459
$28.2K ﹤0.01%
512
-53
460
$28.1K ﹤0.01%
390
461
$27.9K ﹤0.01%
16,822
462
$27.6K ﹤0.01%
168
+1
463
$27.5K ﹤0.01%
267
464
$27.4K ﹤0.01%
1,500
465
$27.2K ﹤0.01%
125
-129
466
$27.1K ﹤0.01%
114
-9
467
$27K ﹤0.01%
400
468
$26.7K ﹤0.01%
246
469
$26.5K ﹤0.01%
718
470
$26.3K ﹤0.01%
535
471
$26.2K ﹤0.01%
203
-18
472
$26.1K ﹤0.01%
371
-45
473
$26K ﹤0.01%
1,650
-450
474
$25.9K ﹤0.01%
200
-26
475
$25.5K ﹤0.01%
900
17 18
19
20 21