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
626
$8.88K ﹤0.01%
70
-6
627
$8.86K ﹤0.01%
+120
628
$8.77K ﹤0.01%
345
629
$8.64K ﹤0.01%
36
630
$8.56K ﹤0.01%
75
631
$8.54K ﹤0.01%
1,210
632
$8.33K ﹤0.01%
+400
633
$8.32K ﹤0.01%
153
-647
634
$8.22K ﹤0.01%
196
635
$8.2K ﹤0.01%
50
636
$8.18K ﹤0.01%
388
637
$8.16K ﹤0.01%
1,215
638
$8.12K ﹤0.01%
60
639
$8.1K ﹤0.01%
129
-271
640
$7.98K ﹤0.01%
116
641
$7.98K ﹤0.01%
818
642
$7.92K ﹤0.01%
27
643
$7.82K ﹤0.01%
300
644
$7.63K ﹤0.01%
725
645
$7.61K ﹤0.01%
221
646
$7.57K ﹤0.01%
88
647
$7.37K ﹤0.01%
262
-292
648
$7.37K ﹤0.01%
13
649
$7.34K ﹤0.01%
650
+590
650
$7.34K ﹤0.01%
164
-2
24 25
26
27 28