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
576
$12.6K ﹤0.01%
30
-46
577
$12.6K ﹤0.01%
225
578
$12.5K ﹤0.01%
161
+114
579
$12.4K ﹤0.01%
328
580
$12.2K ﹤0.01%
806
581
$12.1K ﹤0.01%
114
-1
582
$12.1K ﹤0.01%
+250
583
$12.1K ﹤0.01%
31
584
$12K ﹤0.01%
1,080
-2,960
585
$11.9K ﹤0.01%
+180
586
$11.6K ﹤0.01%
47
-9
587
$11.6K ﹤0.01%
622
588
$11.5K ﹤0.01%
210
589
$11.5K ﹤0.01%
400
590
$11.5K ﹤0.01%
125
+75
591
$11.4K ﹤0.01%
+8,505
592
$11.2K ﹤0.01%
150
-192
593
$11.1K ﹤0.01%
182
594
$11.1K ﹤0.01%
100
595
$11K ﹤0.01%
500
596
$11K ﹤0.01%
500
597
$11K ﹤0.01%
153
598
$10.8K ﹤0.01%
250
+150
599
$10.6K ﹤0.01%
100
600
$10.6K ﹤0.01%
195
22 23
24
25 26