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
726
$3.2K ﹤0.01%
30
727
$3.14K ﹤0.01%
265
728
$3.14K ﹤0.01%
15
-3
729
$3.14K ﹤0.01%
10
730
$3.13K ﹤0.01%
16
731
$3.1K ﹤0.01%
+40
732
$3.03K ﹤0.01%
11
733
$2.97K ﹤0.01%
100
734
$2.9K ﹤0.01%
46
735
$2.82K ﹤0.01%
35
736
$2.77K ﹤0.01%
135
737
$2.74K ﹤0.01%
50
738
$2.68K ﹤0.01%
11
739
$2.63K ﹤0.01%
25
740
$2.52K ﹤0.01%
26
741
$2.47K ﹤0.01%
84
-75
742
$2.4K ﹤0.01%
35
743
$2.33K ﹤0.01%
7
744
$2.31K ﹤0.01%
4
745
$2.28K ﹤0.01%
7
746
$2.26K ﹤0.01%
13
747
$2.26K ﹤0.01%
29
748
$2.25K ﹤0.01%
17
-17
749
$2.24K ﹤0.01%
7
750
$2.22K ﹤0.01%
9
28 29
30
31 32