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
701
$4.44K ﹤0.01%
175
702
$4.39K ﹤0.01%
29
-2
703
$4.33K ﹤0.01%
52
704
$4.21K ﹤0.01%
85
705
$4.17K ﹤0.01%
19
706
$4.15K ﹤0.01%
50
707
$4.08K ﹤0.01%
100
708
$4.07K ﹤0.01%
100
-170
709
$3.97K ﹤0.01%
23
710
$3.87K ﹤0.01%
12
711
$3.84K ﹤0.01%
100
712
$3.81K ﹤0.01%
60
713
$3.8K ﹤0.01%
160
714
$3.73K ﹤0.01%
30
715
$3.63K ﹤0.01%
23
716
$3.51K ﹤0.01%
175
717
$3.42K ﹤0.01%
133
718
$3.38K ﹤0.01%
12
-7
719
$3.36K ﹤0.01%
34
720
$3.33K ﹤0.01%
291
-148
721
$3.29K ﹤0.01%
39
722
$3.27K ﹤0.01%
8
723
$3.25K ﹤0.01%
225
724
$3.23K ﹤0.01%
425
725
$3.21K ﹤0.01%
+100
27 28
29
30 31