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
651
$7.19K ﹤0.01%
175
652
$7.15K ﹤0.01%
96
653
$7K ﹤0.01%
600
654
$6.99K ﹤0.01%
10
655
$6.9K ﹤0.01%
75
656
$6.89K ﹤0.01%
122
657
$6.85K ﹤0.01%
280
658
$6.81K ﹤0.01%
53
659
$6.8K ﹤0.01%
700
660
$6.55K ﹤0.01%
320
+20
661
$6.49K ﹤0.01%
104
-441
662
$6.46K ﹤0.01%
466
663
$6.4K ﹤0.01%
107
664
$6.33K ﹤0.01%
377
665
$6.26K ﹤0.01%
100
666
$6.25K ﹤0.01%
500
667
$6.25K ﹤0.01%
152
-21
668
$6.21K ﹤0.01%
90
-2
669
$6.12K ﹤0.01%
120
670
$6.07K ﹤0.01%
80
-18
671
$6.06K ﹤0.01%
200
672
$6.04K ﹤0.01%
185
+100
673
$5.98K ﹤0.01%
164
674
$5.92K ﹤0.01%
38
675
$5.9K ﹤0.01%
90
25 26
27
28 29