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
$4.17B
$14.9K ﹤0.01%
237
PHM icon
552
Pultegroup
PHM
$23.7B
$14.9K ﹤0.01%
141
CCJ icon
553
Cameco
CCJ
$38.1B
$14.8K ﹤0.01%
200
SUSL icon
554
iShares ESG MSCI USA Leaders ETF
SUSL
$1.01B
$14.8K ﹤0.01%
137
NVR icon
555
NVR
NVR
$20.7B
$14.8K ﹤0.01%
2
NVT icon
556
nVent Electric
NVT
$15.9B
$14.7K ﹤0.01%
200
XLP icon
557
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15B
$14.5K ﹤0.01%
179
CCI icon
558
Crown Castle
CCI
$37.8B
$14.4K ﹤0.01%
140
-48
DELL icon
559
Dell
DELL
$81.5B
$14.1K ﹤0.01%
115
-8
ARKK icon
560
ARK Innovation ETF
ARKK
$7.6B
$14.1K ﹤0.01%
200
KEY icon
561
KeyCorp
KEY
$22.9B
$13.9K ﹤0.01%
800
-49
UAA icon
562
Under Armour
UAA
$1.92B
$13.7K ﹤0.01%
2,000
PRGO icon
563
Perrigo
PRGO
$1.83B
$13.6K ﹤0.01%
510
ROP icon
564
Roper Technologies
ROP
$48.5B
$13.6K ﹤0.01%
24
-11
IBTH icon
565
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.85B
$13.5K ﹤0.01%
601
IBTG icon
566
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.23B
$13.5K ﹤0.01%
589
GSSC icon
567
GS ActiveBeta US Small Cap Equity ETF
GSSC
$738M
$13.5K ﹤0.01%
196
-132
PFG icon
568
Principal Financial Group
PFG
$19.6B
$13.4K ﹤0.01%
169
CE icon
569
Celanese
CE
$4.7B
$13.2K ﹤0.01%
239
ZBH icon
570
Zimmer Biomet
ZBH
$17.9B
$13.1K ﹤0.01%
144
OKLO
571
Oklo
OKLO
$12.1B
$13.1K ﹤0.01%
234
MFG icon
572
Mizuho Financial
MFG
$90B
$13.1K ﹤0.01%
2,350
GPK icon
573
Graphic Packaging
GPK
$4.55B
$13.1K ﹤0.01%
620
IAI icon
574
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.53B
$13K ﹤0.01%
77
TRP icon
575
TC Energy
TRP
$56.3B
$12.9K ﹤0.01%
264
21 22
23
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