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
526
$17.9K ﹤0.01%
107
527
$17.8K ﹤0.01%
4,300
528
$17.7K ﹤0.01%
1,288
529
$17.6K ﹤0.01%
800
530
$17.6K ﹤0.01%
70
+20
531
$17.5K ﹤0.01%
540
-140
532
$17.4K ﹤0.01%
204
533
$17.1K ﹤0.01%
5,372
534
$17K ﹤0.01%
412
535
$17K ﹤0.01%
200
536
$16.9K ﹤0.01%
48
537
$16.5K ﹤0.01%
417
+112
538
$16.4K ﹤0.01%
2,402
539
$16.3K ﹤0.01%
123
540
$16.1K ﹤0.01%
88
541
$16K ﹤0.01%
67
542
$15.8K ﹤0.01%
230
543
$15.7K ﹤0.01%
61
-4
544
$15.7K ﹤0.01%
256
545
$15.7K ﹤0.01%
1,400
546
$15.5K ﹤0.01%
134
547
$15.4K ﹤0.01%
150
548
$15K ﹤0.01%
1,500
549
$15K ﹤0.01%
375
550
$14.9K ﹤0.01%
306
-52
20 21
22
23 24