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
801
$1.23K ﹤0.01%
22
802
$1.18K ﹤0.01%
4
803
$1.15K ﹤0.01%
7
804
$1.13K ﹤0.01%
100
805
$1.11K ﹤0.01%
72
806
$1.07K ﹤0.01%
2
807
$1.06K ﹤0.01%
14
808
$1.06K ﹤0.01%
24
809
$1.03K ﹤0.01%
90
810
$1.02K ﹤0.01%
2
811
$1.02K ﹤0.01%
29
-386
812
$1K ﹤0.01%
200
813
$986 ﹤0.01%
50
+10
814
$966 ﹤0.01%
11
815
$914 ﹤0.01%
11
816
$887 ﹤0.01%
16
817
$877 ﹤0.01%
55
818
$845 ﹤0.01%
5
819
$828 ﹤0.01%
1
820
$776 ﹤0.01%
4
821
$768 ﹤0.01%
60
822
$743 ﹤0.01%
26
823
$729 ﹤0.01%
13
824
$722 ﹤0.01%
174
825
$666 ﹤0.01%
16
-16
31 32
33
34 35