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
501
$20.8K ﹤0.01%
150
502
$20.7K ﹤0.01%
221
503
$20.7K ﹤0.01%
59
504
$20.6K ﹤0.01%
150
505
$20.6K ﹤0.01%
44
506
$20.4K ﹤0.01%
90
+13
507
$20.3K ﹤0.01%
200
508
$20.1K ﹤0.01%
200
509
$19.9K ﹤0.01%
+1,700
510
$19.7K ﹤0.01%
469
-29
511
$19.7K ﹤0.01%
328
+141
512
$19.7K ﹤0.01%
410
513
$19.6K ﹤0.01%
1,169
+530
514
$19.5K ﹤0.01%
620
515
$19.4K ﹤0.01%
435
516
$19.3K ﹤0.01%
55
517
$19.2K ﹤0.01%
490
518
$19.1K ﹤0.01%
286
519
$18.9K ﹤0.01%
+1,430
520
$18.8K ﹤0.01%
210
521
$18.7K ﹤0.01%
104
522
$18.6K ﹤0.01%
531
+56
523
$18.5K ﹤0.01%
271
+254
524
$18.3K ﹤0.01%
986
525
$18.1K ﹤0.01%
666
19 20
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