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
551
$14.9K ﹤0.01%
237
552
$14.9K ﹤0.01%
141
553
$14.8K ﹤0.01%
200
554
$14.8K ﹤0.01%
137
555
$14.8K ﹤0.01%
2
556
$14.7K ﹤0.01%
200
557
$14.5K ﹤0.01%
179
558
$14.4K ﹤0.01%
140
-48
559
$14.1K ﹤0.01%
115
-8
560
$14.1K ﹤0.01%
200
561
$13.9K ﹤0.01%
800
-49
562
$13.7K ﹤0.01%
2,000
563
$13.6K ﹤0.01%
510
564
$13.6K ﹤0.01%
24
-11
565
$13.5K ﹤0.01%
601
566
$13.5K ﹤0.01%
589
567
$13.5K ﹤0.01%
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-132
568
$13.4K ﹤0.01%
169
569
$13.2K ﹤0.01%
239
570
$13.1K ﹤0.01%
144
571
$13.1K ﹤0.01%
234
572
$13.1K ﹤0.01%
2,350
573
$13.1K ﹤0.01%
620
574
$13K ﹤0.01%
77
575
$12.9K ﹤0.01%
264
21 22
23
24 25