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
776
$1.83K ﹤0.01%
9
777
$1.77K ﹤0.01%
37
+1
778
$1.75K ﹤0.01%
1,055
779
$1.72K ﹤0.01%
50
780
$1.72K ﹤0.01%
82
781
$1.7K ﹤0.01%
7
782
$1.7K ﹤0.01%
40
783
$1.66K ﹤0.01%
150
784
$1.65K ﹤0.01%
6
785
$1.62K ﹤0.01%
7
786
$1.62K ﹤0.01%
20
787
$1.61K ﹤0.01%
3
788
$1.49K ﹤0.01%
49
789
$1.48K ﹤0.01%
19
790
$1.47K ﹤0.01%
22
+1
791
$1.44K ﹤0.01%
8
792
$1.42K ﹤0.01%
32
793
$1.4K ﹤0.01%
12
794
$1.35K ﹤0.01%
52
795
$1.34K ﹤0.01%
5
796
$1.32K ﹤0.01%
10
797
$1.29K ﹤0.01%
32
798
$1.26K ﹤0.01%
50
799
$1.24K ﹤0.01%
24
800
$1.24K ﹤0.01%
79
30 31
32
33 34