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
26
$2.57M 0.31%
89,850
+500
27
$2.53M 0.3%
9,893
+5
28
$2.52M 0.3%
31,185
+26,876
29
$2.43M 0.29%
31,349
-2,200
30
$2.41M 0.29%
23,977
-4,226
31
$2.38M 0.28%
72,779
-6,380
32
$2.32M 0.28%
96,693
33
$2.28M 0.27%
5,882
-224
34
$2.23M 0.27%
3,597
-541
35
$2.17M 0.26%
23,086
36
$2.11M 0.25%
5,947
-123
37
$2.07M 0.25%
6,513
+1,238
38
$2.06M 0.25%
50,565
-5,800
39
$2.01M 0.24%
21,941
-510
40
$2M 0.24%
2,571
-51
41
$1.95M 0.23%
19,976
-131
42
$1.9M 0.23%
8,293
43
$1.88M 0.22%
11,799
-121
44
$1.81M 0.22%
85,772
-3,315
45
$1.81M 0.21%
10,180
46
$1.79M 0.21%
43,191
+2,675
47
$1.73M 0.21%
12,940
-1,060
48
$1.73M 0.21%
4,520
-28
49
$1.7M 0.2%
34,660
-1,698
50
$1.67M 0.2%
71,021
-89
1
2
3 4 5