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
476
$25.5K ﹤0.01%
200
477
$25.4K ﹤0.01%
3,914
478
$25.4K ﹤0.01%
1,606
+37
479
$24.5K ﹤0.01%
927
480
$24.4K ﹤0.01%
63
-14
481
$24.3K ﹤0.01%
20
482
$24.2K ﹤0.01%
144
-250
483
$24.2K ﹤0.01%
220
484
$24K ﹤0.01%
210
-220
485
$23.6K ﹤0.01%
+130
486
$23.4K ﹤0.01%
32
487
$23.4K ﹤0.01%
88
488
$23K ﹤0.01%
150
489
$22.6K ﹤0.01%
110
-425
490
$22.6K ﹤0.01%
2,046
491
$22.6K ﹤0.01%
342
492
$22.4K ﹤0.01%
100
493
$22.2K ﹤0.01%
200
494
$22.2K ﹤0.01%
305
-5
495
$22.1K ﹤0.01%
406
496
$21.9K ﹤0.01%
173
497
$21.2K ﹤0.01%
248
498
$21.2K ﹤0.01%
203
-8
499
$21K ﹤0.01%
+1,536
500
$20.8K ﹤0.01%
561
18 19
20
21 22