HWA

HHM Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
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
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
PDP icon
276
Invesco Dorsey Wright Momentum ETF
PDP
$1.4B
$102K 0.01%
943
-67
CL icon
277
Colgate-Palmolive
CL
$62.9B
$101K 0.01%
1,110
NTAP icon
278
NetApp
NTAP
$23.4B
$101K 0.01%
945
DDWM icon
279
WisdomTree Dynamic International Equity Fund
DDWM
$835M
$97.2K 0.01%
+2,451
HDV icon
280
iShares Core High Dividend ETF
HDV
$11.7B
$96.1K 0.01%
820
GLW icon
281
Corning
GLW
$76.6B
$94.8K 0.01%
1,803
BSX icon
282
Boston Scientific
BSX
$152B
$94.6K 0.01%
881
IBDQ icon
283
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$93.2K 0.01%
3,700
XLC icon
284
The Communication Services Select Sector SPDR Fund
XLC
$28B
$92.4K 0.01%
851
ISRG icon
285
Intuitive Surgical
ISRG
$195B
$91.8K 0.01%
169
-45
IBDR icon
286
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.37B
$91.5K 0.01%
3,775
IBDT icon
287
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$91.5K 0.01%
3,600
IBDS icon
288
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.38B
$91K 0.01%
3,750
BMY icon
289
Bristol-Myers Squibb
BMY
$88.3B
$90K 0.01%
1,944
-667
BLK icon
290
Blackrock
BLK
$175B
$88.2K 0.01%
84
ZBRA icon
291
Zebra Technologies
ZBRA
$15.8B
$87.9K 0.01%
285
IWB icon
292
iShares Russell 1000 ETF
IWB
$46.1B
$87.6K 0.01%
258
INTU icon
293
Intuit
INTU
$191B
$87.4K 0.01%
111
-4
CMG icon
294
Chipotle Mexican Grill
CMG
$55.1B
$87K 0.01%
1,550
-50
PRU icon
295
Prudential Financial
PRU
$36B
$86.9K 0.01%
809
CVS icon
296
CVS Health
CVS
$105B
$86.7K 0.01%
1,257
-1
EQT icon
297
EQT Corp
EQT
$33.5B
$86.2K 0.01%
1,478
XCH
298
XCHG Ltd
XCH
$98.1M
$85.3K 0.01%
63,692
XMHQ icon
299
Invesco S&P MidCap Quality ETF
XMHQ
$5.54B
$82.9K 0.01%
844
OLN icon
300
Olin
OLN
$2.75B
$82.9K 0.01%
4,126
+965
10 11
12
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