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
751
$2.22K ﹤0.01%
9
752
$2.18K ﹤0.01%
7
753
$2.16K ﹤0.01%
20
754
$2.15K ﹤0.01%
40
755
$2.13K ﹤0.01%
4
756
$2.13K ﹤0.01%
50
757
$2.13K ﹤0.01%
200
758
$2.1K ﹤0.01%
+128
759
$2.09K ﹤0.01%
100
760
$2.08K ﹤0.01%
2
761
$2.07K ﹤0.01%
13
762
$2.06K ﹤0.01%
23
763
$2.02K ﹤0.01%
7
764
$2K ﹤0.01%
1
765
$1.98K ﹤0.01%
100
766
$1.98K ﹤0.01%
11
767
$1.96K ﹤0.01%
14
768
$1.95K ﹤0.01%
12
769
$1.93K ﹤0.01%
65
770
$1.9K ﹤0.01%
+21
771
$1.89K ﹤0.01%
7
-16
772
$1.89K ﹤0.01%
6
773
$1.89K ﹤0.01%
50
774
$1.85K ﹤0.01%
22
775
$1.83K ﹤0.01%
1
29 30
31
32 33