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
676
$5.89K ﹤0.01%
56
677
$5.89K ﹤0.01%
126
+26
678
$5.86K ﹤0.01%
565
679
$5.82K ﹤0.01%
1,350
-105
680
$5.68K ﹤0.01%
52
681
$5.54K ﹤0.01%
1,615
682
$5.52K ﹤0.01%
200
683
$5.46K ﹤0.01%
+300
684
$5.41K ﹤0.01%
100
685
$5.35K ﹤0.01%
+400
686
$5.21K ﹤0.01%
+50
687
$5.21K ﹤0.01%
+100
688
$5K ﹤0.01%
100
689
$5K ﹤0.01%
29
690
$4.95K ﹤0.01%
34
-5
691
$4.9K ﹤0.01%
100
-10
692
$4.8K ﹤0.01%
142
+100
693
$4.77K ﹤0.01%
131
694
$4.75K ﹤0.01%
+700
695
$4.72K ﹤0.01%
200
696
$4.7K ﹤0.01%
67
697
$4.61K ﹤0.01%
53
698
$4.59K ﹤0.01%
400
699
$4.54K ﹤0.01%
52
-14
700
$4.54K ﹤0.01%
32
26 27
28
29 30