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
TTWO icon
351
Take-Two Interactive
TTWO
$47B
$57.8K 0.01%
238
-3
CGNX icon
352
Cognex
CGNX
$8.03B
$57.8K 0.01%
1,821
BHP icon
353
BHP
BHP
$143B
$57.7K 0.01%
1,200
AFL icon
354
Aflac
AFL
$57.1B
$57.1K 0.01%
541
ORLY icon
355
O'Reilly Automotive
ORLY
$82.1B
$56.8K 0.01%
630
JBL icon
356
Jabil
JBL
$22.8B
$56.4K 0.01%
259
JMOM icon
357
JPMorgan US Momentum Factor ETF
JMOM
$1.88B
$55.5K 0.01%
863
-809
ETY icon
358
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.49B
$55.5K 0.01%
3,587
+72
FXI icon
359
iShares China Large-Cap ETF
FXI
$6.95B
$55.1K 0.01%
1,500
ESGR
360
DELISTED
Enstar Group
ESGR
$54.8K 0.01%
163
F icon
361
Ford
F
$52B
$54.5K 0.01%
5,025
BA icon
362
Boeing
BA
$169B
$53.6K 0.01%
256
DG icon
363
Dollar General
DG
$22.4B
$53.3K 0.01%
466
-1
IVW icon
364
iShares S&P 500 Growth ETF
IVW
$68.4B
$53K 0.01%
481
UWM icon
365
ProShares Ultra Russell2000
UWM
$281M
$52.7K 0.01%
1,400
GPN icon
366
Global Payments
GPN
$21.1B
$52K 0.01%
650
-20
CB icon
367
Chubb
CB
$110B
$51.9K 0.01%
179
PFF icon
368
iShares Preferred and Income Securities ETF
PFF
$14.7B
$51.8K 0.01%
1,688
ICSH icon
369
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.39B
$51.4K 0.01%
1,014
KLAC icon
370
KLA
KLAC
$158B
$51.1K 0.01%
57
IWY icon
371
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$51K 0.01%
207
SPSB icon
372
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
$51K 0.01%
1,690
AMAT icon
373
Applied Materials
AMAT
$183B
$50.3K 0.01%
275
IYH icon
374
iShares US Healthcare ETF
IYH
$2.95B
$50.3K 0.01%
890
FLO icon
375
Flowers Foods
FLO
$2.68B
$50.2K 0.01%
3,139
+50
13 14
15
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