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
201
$196K 0.02%
1,072
-5
202
$196K 0.02%
1,600
203
$195K 0.02%
400
204
$195K 0.02%
+2,113
205
$194K 0.02%
3,285
206
$193K 0.02%
1,610
-300
207
$192K 0.02%
345
208
$190K 0.02%
1,595
-1,585
209
$189K 0.02%
1,915
-48
210
$188K 0.02%
1,160
-11
211
$188K 0.02%
1,400
212
$188K 0.02%
8,384
+497
213
$186K 0.02%
232
214
$183K 0.02%
1,209
215
$182K 0.02%
2,395
+250
216
$182K 0.02%
3,680
217
$180K 0.02%
119
218
$179K 0.02%
1,203
-7
219
$178K 0.02%
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220
$177K 0.02%
1,455
221
$175K 0.02%
1,450
-52
222
$173K 0.02%
3,260
223
$172K 0.02%
5,082
+266
224
$172K 0.02%
2,000
225
$170K 0.02%
557
-75
7 8
9
10 11