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
51
$1.64M 0.19%
8,814
-219
52
$1.6M 0.19%
22,476
-810
53
$1.51M 0.18%
2,667
-41
54
$1.48M 0.18%
4,856
-71
55
$1.46M 0.17%
2,648
+528
56
$1.35M 0.16%
57,988
-8,948
57
$1.32M 0.16%
3,105
58
$1.31M 0.16%
18,881
-98
59
$1.26M 0.15%
14,378
-2,200
60
$1.22M 0.15%
11,338
-108
61
$1.2M 0.14%
6,945
+50
62
$1.18M 0.14%
24,216
-420
63
$1.14M 0.14%
6,253
64
$1.09M 0.13%
44,577
65
$1.08M 0.13%
11,541
-1,075
66
$1.07M 0.13%
24,235
-5,895
67
$1.03M 0.12%
1,390
+155
68
$1M 0.12%
3,211
+264
69
$993K 0.12%
12,487
+1,005
70
$977K 0.12%
3,794
+300
71
$926K 0.11%
6,255
72
$899K 0.11%
4,113
-179
73
$892K 0.11%
6,575
74
$871K 0.1%
12,307
-86
75
$869K 0.1%
2,852
+91
1 2
3
4 5