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
IHI icon
551
iShares US Medical Devices ETF
IHI
$4.23B
$14.9K ﹤0.01%
237
PHM icon
552
Pultegroup
PHM
$23.4B
$14.9K ﹤0.01%
141
CCJ icon
553
Cameco
CCJ
$44.5B
$14.8K ﹤0.01%
200
SUSL icon
554
iShares ESG MSCI USA Leaders ETF
SUSL
$956M
$14.8K ﹤0.01%
137
NVR icon
555
NVR
NVR
$19.9B
$14.8K ﹤0.01%
2
NVT icon
556
nVent Electric
NVT
$18.4B
$14.7K ﹤0.01%
200
XLP icon
557
Consumers Staples Select Sector SPDR Fund
XLP
$14.9B
$14.5K ﹤0.01%
179
CCI icon
558
Crown Castle
CCI
$39.3B
$14.4K ﹤0.01%
140
-48
DELL icon
559
Dell
DELL
$109B
$14.1K ﹤0.01%
115
-8
ARKK icon
560
ARK Innovation ETF
ARKK
$9.29B
$14.1K ﹤0.01%
200
KEY icon
561
KeyCorp
KEY
$19.6B
$13.9K ﹤0.01%
800
-49
UAA icon
562
Under Armour
UAA
$1.98B
$13.7K ﹤0.01%
2,000
PRGO icon
563
Perrigo
PRGO
$2.85B
$13.6K ﹤0.01%
510
ROP icon
564
Roper Technologies
ROP
$48B
$13.6K ﹤0.01%
24
-11
IBTH icon
565
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
$13.5K ﹤0.01%
601
IBTG icon
566
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$13.5K ﹤0.01%
589
GSSC icon
567
GS ActiveBeta US Small Cap Equity ETF
GSSC
$672M
$13.5K ﹤0.01%
196
-132
PFG icon
568
Principal Financial Group
PFG
$18.5B
$13.4K ﹤0.01%
169
CE icon
569
Celanese
CE
$4.21B
$13.2K ﹤0.01%
239
ZBH icon
570
Zimmer Biomet
ZBH
$19.9B
$13.1K ﹤0.01%
144
OKLO
571
Oklo
OKLO
$19.6B
$13.1K ﹤0.01%
234
MFG icon
572
Mizuho Financial
MFG
$83.6B
$13.1K ﹤0.01%
2,350
GPK icon
573
Graphic Packaging
GPK
$4.74B
$13.1K ﹤0.01%
620
IAI icon
574
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.56B
$13K ﹤0.01%
77
TRP icon
575
TC Energy
TRP
$52.1B
$12.9K ﹤0.01%
264
21 22
23
24 25