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
PYPL icon
426
PayPal
PYPL
$56.8B
$33.2K ﹤0.01%
495
-34
TECK icon
427
Teck Resources
TECK
$21B
$32.9K ﹤0.01%
750
-100
IBLC icon
428
iShares Blockchain and Tech ETF
IBLC
$82.2M
$32.8K ﹤0.01%
593
+328
VTWO icon
429
Vanguard Russell 2000 ETF
VTWO
$13.9B
$32.7K ﹤0.01%
334
IHE icon
430
iShares US Pharmaceuticals ETF
IHE
$844M
$32.7K ﹤0.01%
450
SPLV icon
431
Invesco S&P 500 Low Volatility ETF
SPLV
$7.43B
$32.6K ﹤0.01%
444
IBB icon
432
iShares Biotechnology ETF
IBB
$8.66B
$32.5K ﹤0.01%
225
MCHP icon
433
Microchip Technology
MCHP
$36.3B
$31.9K ﹤0.01%
497
SSTK icon
434
Shutterstock
SSTK
$667M
$31.7K ﹤0.01%
1,522
HOOD icon
435
Robinhood
HOOD
$104B
$31.6K ﹤0.01%
221
KR icon
436
Kroger
KR
$40.6B
$31.6K ﹤0.01%
469
-14
TSM icon
437
TSMC
TSM
$1.49T
$31.6K ﹤0.01%
113
+23
SHW icon
438
Sherwin-Williams
SHW
$81.5B
$31.2K ﹤0.01%
90
-7
RSPG icon
439
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$425M
$31K ﹤0.01%
390
-110
MFC icon
440
Manulife Financial
MFC
$59.7B
$30.7K ﹤0.01%
984
IWR icon
441
iShares Russell Mid-Cap ETF
IWR
$46.6B
$30.1K ﹤0.01%
312
XLY icon
442
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.5B
$29.5K ﹤0.01%
123
COWZ icon
443
Pacer US Cash Cows 100 ETF
COWZ
$18.6B
$29.4K ﹤0.01%
512
VOE icon
444
Vanguard Mid-Cap Value ETF
VOE
$20B
$29.3K ﹤0.01%
168
LHX icon
445
L3Harris
LHX
$54B
$28.7K ﹤0.01%
94
+24
HTGC icon
446
Hercules Capital
HTGC
$3.39B
$28.4K ﹤0.01%
1,500
AEP icon
447
American Electric Power
AEP
$61.8B
$28K ﹤0.01%
249
-28
STAG icon
448
STAG Industrial
STAG
$7.04B
$27.9K ﹤0.01%
790
HPF
449
John Hancock Preferred Income Fund II
HPF
$347M
$27.7K ﹤0.01%
1,643
+37
STIP icon
450
iShares 0-5 Year TIPS Bond ETF
STIP
$12.8B
$27.6K ﹤0.01%
267
16 17
18
19 20