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
MSI icon
576
Motorola Solutions
MSI
$67.7B
$12.6K ﹤0.01%
30
-46
TSN icon
577
Tyson Foods
TSN
$18.3B
$12.6K ﹤0.01%
225
MRVL icon
578
Marvell Technology
MRVL
$80.8B
$12.5K ﹤0.01%
161
+114
DAR icon
579
Darling Ingredients
DAR
$5.07B
$12.4K ﹤0.01%
328
SMFG icon
580
Sumitomo Mitsui Financial
SMFG
$104B
$12.2K ﹤0.01%
806
RAL
581
Ralliant Corp
RAL
$4.95B
$12.1K ﹤0.01%
+250
STT icon
582
State Street
STT
$32.3B
$12.1K ﹤0.01%
114
-1
ELV icon
583
Elevance Health
ELV
$70.5B
$12.1K ﹤0.01%
31
PGX icon
584
Invesco Preferred ETF
PGX
$3.87B
$12K ﹤0.01%
1,080
-2,960
SMG icon
585
ScottsMiracle-Gro
SMG
$3.09B
$11.9K ﹤0.01%
+180
ITW icon
586
Illinois Tool Works
ITW
$70.8B
$11.6K ﹤0.01%
47
-9
BCS icon
587
Barclays
BCS
$74.7B
$11.6K ﹤0.01%
622
ALGT icon
588
Allegiant Air
ALGT
$1.14B
$11.5K ﹤0.01%
210
HMC icon
589
Honda
HMC
$39.6B
$11.5K ﹤0.01%
400
QTUM icon
590
Defiance Quantum ETF
QTUM
$2.62B
$11.5K ﹤0.01%
125
+75
NAK
591
Northern Dynasty Minerals
NAK
$1.11B
$11.4K ﹤0.01%
+8,505
CTVA icon
592
Corteva
CTVA
$41.7B
$11.2K ﹤0.01%
150
-192
ICF icon
593
iShares Select U.S. REIT ETF
ICF
$1.89B
$11.1K ﹤0.01%
182
BRO icon
594
Brown & Brown
BRO
$27.2B
$11.1K ﹤0.01%
100
CSWC icon
595
Capital Southwest
CSWC
$1.13B
$11K ﹤0.01%
500
FLNG icon
596
FLEX LNG
FLNG
$1.4B
$11K ﹤0.01%
500
PSN icon
597
Parsons
PSN
$8.88B
$11K ﹤0.01%
153
FCX icon
598
Freeport-McMoran
FCX
$59.9B
$10.8K ﹤0.01%
250
+150
RBA icon
599
RB Global
RBA
$18.4B
$10.6K ﹤0.01%
100
KOMP icon
600
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.64B
$10.6K ﹤0.01%
195