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
101
$596K 0.07%
1,171
102
$586K 0.07%
2,125
-135
103
$586K 0.07%
2,640
-16
104
$585K 0.07%
7,163
-180
105
$578K 0.07%
2,073
106
$577K 0.07%
5,460
-100
107
$575K 0.07%
2,601
-17
108
$571K 0.07%
4,835
-35
109
$553K 0.07%
6,897
110
$550K 0.07%
5,106
111
$536K 0.06%
1,054
-20
112
$529K 0.06%
24,943
+17,408
113
$518K 0.06%
2,572
114
$511K 0.06%
3,572
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115
$505K 0.06%
6,378
+63
116
$490K 0.06%
1,495
-79
117
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7,585
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118
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785
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119
$484K 0.06%
8,493
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120
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909
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121
$474K 0.06%
3,566
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122
$464K 0.06%
6,445
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123
$438K 0.05%
780
-64
124
$437K 0.05%
441
-65
125
$429K 0.05%
1,729
3 4
5
6 7