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
AON icon
451
Aon
AON
$71.1B
$29.3K ﹤0.01%
82
VTWO icon
452
Vanguard Russell 2000 ETF
VTWO
$13.1B
$29.1K ﹤0.01%
334
SSTK icon
453
Shutterstock
SSTK
$886M
$28.9K ﹤0.01%
1,522
IDV icon
454
iShares International Select Dividend ETF
IDV
$6.05B
$28.7K ﹤0.01%
833
AEP icon
455
American Electric Power
AEP
$61.6B
$28.7K ﹤0.01%
277
-1
IWR icon
456
iShares Russell Mid-Cap ETF
IWR
$45B
$28.7K ﹤0.01%
+312
STAG icon
457
STAG Industrial
STAG
$7.12B
$28.7K ﹤0.01%
790
IBB icon
458
iShares Biotechnology ETF
IBB
$6.31B
$28.5K ﹤0.01%
225
COWZ icon
459
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$28.2K ﹤0.01%
512
-53
OMC icon
460
Omnicom Group
OMC
$14.8B
$28.1K ﹤0.01%
390
GETY icon
461
Getty Images
GETY
$863M
$27.9K ﹤0.01%
16,822
VOE icon
462
Vanguard Mid-Cap Value ETF
VOE
$19B
$27.6K ﹤0.01%
168
+1
STIP icon
463
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$27.5K ﹤0.01%
267
HTGC icon
464
Hercules Capital
HTGC
$3.28B
$27.4K ﹤0.01%
1,500
DRI icon
465
Darden Restaurants
DRI
$21.1B
$27.2K ﹤0.01%
125
-129
LULU icon
466
lululemon athletica
LULU
$21.3B
$27.1K ﹤0.01%
114
-9
EQR icon
467
Equity Residential
EQR
$23.5B
$27K ﹤0.01%
400
XLY icon
468
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.7B
$26.7K ﹤0.01%
123
HYLB icon
469
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.88B
$26.5K ﹤0.01%
718
CPRT icon
470
Copart
CPRT
$42.7B
$26.3K ﹤0.01%
535
KMB icon
471
Kimberly-Clark
KMB
$40B
$26.2K ﹤0.01%
203
-18
SHEL icon
472
Shell
SHEL
$216B
$26.1K ﹤0.01%
371
-45
IVZ icon
473
Invesco
IVZ
$10.7B
$26K ﹤0.01%
1,650
-450
NUE icon
474
Nucor
NUE
$34.9B
$25.9K ﹤0.01%
200
-26
WKC icon
475
World Kinect Corp
WKC
$1.43B
$25.5K ﹤0.01%
900
17 18
19
20 21