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
826
$612 ﹤0.01%
59
-100
827
$577 ﹤0.01%
50
828
$503 ﹤0.01%
55
+2
829
$471 ﹤0.01%
+790
830
$455 ﹤0.01%
484
831
$438 ﹤0.01%
12
832
$423 ﹤0.01%
100
833
$374 ﹤0.01%
15
834
$351 ﹤0.01%
113
835
$344 ﹤0.01%
20
836
$336 ﹤0.01%
50
837
$272 ﹤0.01%
139
+13
838
$261 ﹤0.01%
10
839
$235 ﹤0.01%
27
840
$226 ﹤0.01%
2
841
$204 ﹤0.01%
3
-11
842
$201 ﹤0.01%
4
843
$195 ﹤0.01%
7
844
$190 ﹤0.01%
+2
845
$170 ﹤0.01%
3
846
$154 ﹤0.01%
6
847
$152 ﹤0.01%
17
848
$149 ﹤0.01%
12
849
$127 ﹤0.01%
7
850
$117 ﹤0.01%
60
32 33
34
35 36