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
176
$241K 0.03%
2,351
+30
177
$240K 0.03%
820
-10
178
$239K 0.03%
2,006
179
$238K 0.03%
7,383
180
$233K 0.03%
3,650
181
$231K 0.03%
+10,323
182
$230K 0.03%
325
183
$228K 0.03%
5,072
184
$223K 0.03%
5,148
-169
185
$223K 0.03%
1,018
186
$222K 0.03%
8,855
187
$220K 0.03%
2,000
188
$219K 0.03%
750
189
$219K 0.03%
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190
$219K 0.03%
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191
$218K 0.03%
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192
$215K 0.03%
3,364
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193
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194
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195
$212K 0.03%
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196
$211K 0.03%
755
197
$206K 0.02%
3,058
198
$201K 0.02%
4,715
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199
$201K 0.02%
2,848
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200
$201K 0.02%
980
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