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
151
$326K 0.04%
491
152
$324K 0.04%
8,568
153
$320K 0.04%
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154
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1,808
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155
$318K 0.04%
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156
$314K 0.04%
679
157
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158
$311K 0.04%
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159
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160
$301K 0.04%
7,163
161
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162
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163
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50
164
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165
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167
$281K 0.03%
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168
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169
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172
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1,127
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173
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174
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7,493
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175
$242K 0.03%
1,702
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