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
601
$10.6K ﹤0.01%
+64
602
$10.5K ﹤0.01%
200
603
$10.5K ﹤0.01%
601
604
$10.5K ﹤0.01%
20
605
$10.5K ﹤0.01%
204
606
$10.5K ﹤0.01%
4
607
$10.4K ﹤0.01%
265
+141
608
$10.2K ﹤0.01%
2,500
609
$10.1K ﹤0.01%
235
+100
610
$10.1K ﹤0.01%
96
-35
611
$9.96K ﹤0.01%
234
+70
612
$9.88K ﹤0.01%
309
613
$9.78K ﹤0.01%
127
614
$9.73K ﹤0.01%
2,027
615
$9.65K ﹤0.01%
2,250
616
$9.61K ﹤0.01%
158
617
$9.54K ﹤0.01%
35
-167
618
$9.49K ﹤0.01%
70
619
$9.47K ﹤0.01%
60
620
$9.42K ﹤0.01%
1,500
621
$9.29K ﹤0.01%
200
+100
622
$9.28K ﹤0.01%
205
-27
623
$9.16K ﹤0.01%
306
624
$9.07K ﹤0.01%
34
625
$8.9K ﹤0.01%
170
23 24
25
26 27