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
76
$800K 0.1%
16,900
-813
77
$790K 0.09%
26,227
-22
78
$780K 0.09%
5,848
+6
79
$756K 0.09%
5,545
-753
80
$756K 0.09%
4,948
-54
81
$749K 0.09%
5,510
-200
82
$745K 0.09%
16,757
+6,759
83
$739K 0.09%
7,625
84
$729K 0.09%
+1
85
$692K 0.08%
11,797
-330
86
$682K 0.08%
5,499
-43
87
$680K 0.08%
3,736
-85
88
$679K 0.08%
+4,166
89
$678K 0.08%
6,144
-6,795
90
$678K 0.08%
4,533
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91
$659K 0.08%
10,620
92
$658K 0.08%
2,861
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93
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2,725
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94
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4,731
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95
$632K 0.08%
21,645
96
$622K 0.07%
10,165
+530
97
$621K 0.07%
2,077
-33
98
$618K 0.07%
4,229
-399
99
$616K 0.07%
8,871
-43
100
$598K 0.07%
10,382
-275
2 3
4
5 6