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
$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
State Street 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
ARW icon
476
Arrow Electronics
ARW
$5.75B
$25.5K ﹤0.01%
200
UA icon
477
Under Armour Class C
UA
$1.9B
$25.4K ﹤0.01%
3,914
HPF
478
John Hancock Preferred Income Fund II
HPF
$361M
$25.4K ﹤0.01%
1,606
+37
DOW icon
479
Dow Inc
DOW
$17B
$24.5K ﹤0.01%
927
ADBE icon
480
Adobe
ADBE
$142B
$24.4K ﹤0.01%
63
-14
BAC.PRL icon
481
Bank of America Series L
BAC.PRL
$3.88B
$24.3K ﹤0.01%
20
CAH icon
482
Cardinal Health
CAH
$45.3B
$24.2K ﹤0.01%
144
-250
DTM icon
483
DT Midstream
DTM
$11.1B
$24.2K ﹤0.01%
220
EXPD icon
484
Expeditors International
EXPD
$16.5B
$24K ﹤0.01%
210
-220
CRCL
485
Circle Internet Group
CRCL
$29.4B
$23.6K ﹤0.01%
+130
MCK icon
486
McKesson
MCK
$101B
$23.4K ﹤0.01%
32
HLT icon
487
Hilton Worldwide
HLT
$59.7B
$23.4K ﹤0.01%
88
IWL icon
488
iShares Russell Top 200 ETF
IWL
$1.92B
$23K ﹤0.01%
150
NOW icon
489
ServiceNow
NOW
$191B
$22.6K ﹤0.01%
22
-85
AWF
490
AllianceBernstein Global High Income Fund
AWF
$949M
$22.6K ﹤0.01%
2,046
KTB icon
491
Kontoor Brands
KTB
$4.5B
$22.6K ﹤0.01%
342
SNOW icon
492
Snowflake
SNOW
$93.1B
$22.4K ﹤0.01%
100
NLR icon
493
VanEck Uranium + Nuclear Energy ETF
NLR
$3.32B
$22.2K ﹤0.01%
200
SPYM
494
State Street SPDR Portfolio S&P 500 ETF
SPYM
$90.7B
$22.2K ﹤0.01%
305
-5
RELX icon
495
RELX
RELX
$80.5B
$22.1K ﹤0.01%
406
NTRS icon
496
Northern Trust
NTRS
$24.3B
$21.9K ﹤0.01%
173
AIG icon
497
American International
AIG
$43.7B
$21.2K ﹤0.01%
248
WEC icon
498
WEC Energy
WEC
$36.3B
$21.2K ﹤0.01%
203
-8
URGN icon
499
UroGen Pharma
URGN
$947M
$21K ﹤0.01%
+1,536
WTRG icon
500
Essential Utilities
WTRG
$10.9B
$20.8K ﹤0.01%
561
18 19
20
21 22