HWA

HHM Wealth Advisors Portfolio holdings

AUM $864M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$864M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.47M
3
+$601K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$580K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$352K

Top Sells

1
+$6.77M
2
+$4.79M
3
+$2.99M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.97M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.79M

Sector Composition

1 Technology 6.06%
2 Financials 2.58%
3 Consumer Discretionary 2.11%
4 Industrials 2.09%
5 Healthcare 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ET icon
401
Energy Transfer Partners
ET
$56B
$39K ﹤0.01%
2,270
USHY icon
402
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$38.7K ﹤0.01%
1,025
IVZ icon
403
Invesco
IVZ
$11.7B
$37.9K ﹤0.01%
1,650
QQQM icon
404
Invesco NASDAQ 100 ETF
QQQM
$69.9B
$37.8K ﹤0.01%
153
RYAN icon
405
Ryan Specialty Holdings
RYAN
$6.85B
$37.5K ﹤0.01%
665
APP icon
406
Applovin
APP
$229B
$37.4K ﹤0.01%
52
-3
HYZD icon
407
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$200M
$37.2K ﹤0.01%
1,656
-8,667
IJT icon
408
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.44B
$37.2K ﹤0.01%
263
FNY icon
409
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$466M
$37K ﹤0.01%
404
LNC icon
410
Lincoln National
LNC
$8.71B
$36.8K ﹤0.01%
913
FTV icon
411
Fortive
FTV
$17.5B
$36.7K ﹤0.01%
750
ADP icon
412
Automatic Data Processing
ADP
$106B
$36.7K ﹤0.01%
125
-14
ALB icon
413
Albemarle
ALB
$15.7B
$36.5K ﹤0.01%
450
-641
ONB icon
414
Old National Bancorp
ONB
$8.97B
$36.3K ﹤0.01%
1,653
ADSK icon
415
Autodesk
ADSK
$62.7B
$36.2K ﹤0.01%
114
-11
MTB icon
416
M&T Bank
MTB
$31.5B
$35.6K ﹤0.01%
180
-10
CI icon
417
Cigna
CI
$73.8B
$35.5K ﹤0.01%
123
SU icon
418
Suncor Energy
SU
$51.5B
$35.5K ﹤0.01%
848
FDP icon
419
Fresh Del Monte Produce
FDP
$1.83B
$34.7K ﹤0.01%
1,000
GILD icon
420
Gilead Sciences
GILD
$149B
$34.6K ﹤0.01%
312
-39
CORZ icon
421
Core Scientific
CORZ
$4.6B
$34.6K ﹤0.01%
1,926
BHRB icon
422
Burke & Herbert Financial Services Corp
BHRB
$1.05B
$34.5K ﹤0.01%
560
SKT icon
423
Tanger
SKT
$3.92B
$33.8K ﹤0.01%
1,000
MMM icon
424
3M
MMM
$87.8B
$33.5K ﹤0.01%
216
-22
GETY icon
425
Getty Images
GETY
$624M
$33.3K ﹤0.01%
16,822
15 16
17
18 19