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
ONB icon
426
Old National Bancorp
ONB
$7.96B
$35.3K ﹤0.01%
1,653
IJT icon
427
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.35B
$35K ﹤0.01%
263
MCHP icon
428
Microchip Technology
MCHP
$34.3B
$35K ﹤0.01%
497
QQQM icon
429
Invesco NASDAQ 100 ETF
QQQM
$66.4B
$34.7K ﹤0.01%
153
KR icon
430
Kroger
KR
$44.9B
$34.6K ﹤0.01%
483
TECK icon
431
Teck Resources
TECK
$21.1B
$34.3K ﹤0.01%
850
BHRB icon
432
Burke & Herbert Financial Services Corp
BHRB
$921M
$33.4K ﹤0.01%
560
ETHE
433
Grayscale Ethereum Trust ETF
ETHE
$4.54B
$33.4K ﹤0.01%
1,600
FNY icon
434
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$456M
$33.3K ﹤0.01%
404
DEO icon
435
Diageo
DEO
$52.3B
$33.3K ﹤0.01%
330
+143
SHW icon
436
Sherwin-Williams
SHW
$88.4B
$33.3K ﹤0.01%
97
CORZ icon
437
Core Scientific
CORZ
$6.23B
$32.9K ﹤0.01%
1,926
+946
FDP icon
438
Fresh Del Monte Produce
FDP
$1.65B
$32.4K ﹤0.01%
1,000
PDBC icon
439
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.48B
$32.4K ﹤0.01%
+2,482
SPLV icon
440
Invesco S&P 500 Low Volatility ETF
SPLV
$7.72B
$32.3K ﹤0.01%
444
SU icon
441
Suncor Energy
SU
$48.1B
$31.8K ﹤0.01%
848
LNC icon
442
Lincoln National
LNC
$7.61B
$31.6K ﹤0.01%
913
AL icon
443
Air Lease Corp
AL
$7.1B
$31.6K ﹤0.01%
540
LAMR icon
444
Lamar Advertising Co
LAMR
$12.1B
$31.6K ﹤0.01%
260
-10
MFC icon
445
Manulife Financial
MFC
$55.5B
$31.4K ﹤0.01%
984
-120
NEM icon
446
Newmont
NEM
$86.6B
$30.9K ﹤0.01%
530
SKT icon
447
Tanger
SKT
$3.76B
$30.6K ﹤0.01%
1,000
HAE icon
448
Haemonetics
HAE
$2.43B
$29.8K ﹤0.01%
400
GOOD
449
Gladstone Commercial Corp
GOOD
$524M
$29.8K ﹤0.01%
2,076
IHE icon
450
iShares US Pharmaceuticals ETF
IHE
$601M
$29.5K ﹤0.01%
450