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
126
$412K 0.05%
2,314
127
$404K 0.05%
1,753
+557
128
$404K 0.05%
2,332
129
$403K 0.05%
2,490
130
$400K 0.05%
12,915
131
$392K 0.05%
4,301
-915
132
$386K 0.05%
1,210
-243
133
$384K 0.05%
8,942
-5
134
$384K 0.05%
1,301
-38
135
$381K 0.05%
2,885
-182
136
$373K 0.04%
1,200
137
$363K 0.04%
7,389
+270
138
$361K 0.04%
2,171
-20
139
$359K 0.04%
1,840
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140
$358K 0.04%
1,283
141
$355K 0.04%
4,706
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142
$354K 0.04%
2,874
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143
$350K 0.04%
1,644
+1,301
144
$350K 0.04%
6,628
-20
145
$344K 0.04%
12,440
-459
146
$339K 0.04%
+4,387
147
$338K 0.04%
721
148
$328K 0.04%
1,660
149
$326K 0.04%
11,268
-199
150
$326K 0.04%
1,570
4 5
6
7 8