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
DKNG icon
326
DraftKings
DKNG
$16B
$67.6K 0.01%
1,575
-23
WHR icon
327
Whirlpool
WHR
$4.17B
$66.9K 0.01%
660
+100
BWXT icon
328
BWX Technologies
BWXT
$19.2B
$66.3K 0.01%
460
+70
NXPI icon
329
NXP Semiconductors
NXPI
$53.3B
$66.3K 0.01%
303
NOC icon
330
Northrop Grumman
NOC
$84.5B
$66K 0.01%
132
+10
LUNR icon
331
Intuitive Machines
LUNR
$1.52B
$65.2K 0.01%
6,000
IWS icon
332
iShares Russell Mid-Cap Value ETF
IWS
$14.2B
$65.1K 0.01%
493
+415
SPSM icon
333
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13B
$65K 0.01%
1,526
+22
SUN icon
334
Sunoco
SUN
$7.44B
$64.3K 0.01%
1,200
CBSH icon
335
Commerce Bancshares
CBSH
$7.06B
$64K 0.01%
1,029
-16
CBRL icon
336
Cracker Barrel
CBRL
$777M
$64K 0.01%
1,047
BK icon
337
Bank of New York Mellon
BK
$75.6B
$63.4K 0.01%
696
MDLZ icon
338
Mondelez International
MDLZ
$79.6B
$63.2K 0.01%
937
-53
FDN icon
339
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.82B
$62.8K 0.01%
233
SLV icon
340
iShares Silver Trust
SLV
$22.8B
$62.7K 0.01%
1,910
+600
AEE icon
341
Ameren
AEE
$28.1B
$62.4K 0.01%
650
SPTM icon
342
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$61.9K 0.01%
827
GNRC icon
343
Generac Holdings
GNRC
$11.2B
$61.6K 0.01%
430
TEL icon
344
TE Connectivity
TEL
$69.9B
$61.4K 0.01%
364
FRD icon
345
Friedman Industries
FRD
$148M
$61.3K 0.01%
3,704
STLD icon
346
Steel Dynamics
STLD
$23.4B
$61.1K 0.01%
477
BATRK icon
347
Atlanta Braves Holdings Series B
BATRK
$2.45B
$59.9K 0.01%
1,280
IDEV icon
348
iShares Core MSCI International Developed Markets ETF
IDEV
$22.6B
$59.7K 0.01%
785
BTC
349
Grayscale Bitcoin Mini Trust ETF
BTC
$5.02B
$58.6K 0.01%
1,228
+188
TEVA icon
350
Teva Pharmaceuticals
TEVA
$22.3B
$58K 0.01%
3,460
12 13
14
15 16