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
SPXC icon
526
SPX Corp
SPXC
$11.2B
$17.9K ﹤0.01%
107
PRT
527
PermRock Royalty Trust Unit
PRT
$48.2M
$17.8K ﹤0.01%
4,300
RIVN icon
528
Rivian
RIVN
$16.5B
$17.7K ﹤0.01%
1,288
GNTX icon
529
Gentex
GNTX
$5.15B
$17.6K ﹤0.01%
800
LHX icon
530
L3Harris
LHX
$54.1B
$17.6K ﹤0.01%
70
+20
LUV icon
531
Southwest Airlines
LUV
$15.7B
$17.5K ﹤0.01%
540
-140
VONV icon
532
Vanguard Russell 1000 Value ETF
VONV
$13.8B
$17.4K ﹤0.01%
204
PSEC icon
533
Prospect Capital
PSEC
$1.24B
$17.1K ﹤0.01%
5,372
LXP icon
534
LXP Industrial Trust
LXP
$2.81B
$17K ﹤0.01%
2,060
MSM icon
535
MSC Industrial Direct
MSM
$4.74B
$17K ﹤0.01%
200
TPL icon
536
Texas Pacific Land
TPL
$21.7B
$16.9K ﹤0.01%
16
SMR icon
537
NuScale Power
SMR
$6.01B
$16.5K ﹤0.01%
417
+112
USA icon
538
Liberty All-Star Equity Fund
USA
$1.86B
$16.4K ﹤0.01%
2,402
DVY icon
539
iShares Select Dividend ETF
DVY
$20.5B
$16.3K ﹤0.01%
123
ICE icon
540
Intercontinental Exchange
ICE
$83.4B
$16.1K ﹤0.01%
88
TMUS icon
541
T-Mobile US
TMUS
$235B
$16K ﹤0.01%
67
BUD icon
542
AB InBev
BUD
$119B
$15.8K ﹤0.01%
230
RMD icon
543
ResMed
RMD
$36B
$15.7K ﹤0.01%
61
-4
TTE icon
544
TotalEnergies
TTE
$134B
$15.7K ﹤0.01%
256
AAL icon
545
American Airlines Group
AAL
$8.67B
$15.7K ﹤0.01%
1,400
CWST icon
546
Casella Waste Systems
CWST
$5.62B
$15.5K ﹤0.01%
134
PNR icon
547
Pentair
PNR
$17.4B
$15.4K ﹤0.01%
150
STLA icon
548
Stellantis
STLA
$29.3B
$15K ﹤0.01%
1,500
JNPR
549
DELISTED
Juniper Networks
JNPR
$15K ﹤0.01%
375
JPIB icon
550
JPMorgan International Bond Opportunities ETF
JPIB
$1.18B
$14.9K ﹤0.01%
306
-52