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
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
FSLR icon
601
First Solar
FSLR
$28.6B
$10.6K ﹤0.01%
+64
GLP icon
602
Global Partners
GLP
$1.53B
$10.5K ﹤0.01%
200
DOC icon
603
Healthpeak Properties
DOC
$12.5B
$10.5K ﹤0.01%
601
REGN icon
604
Regeneron Pharmaceuticals
REGN
$68.5B
$10.5K ﹤0.01%
20
USIG icon
605
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.2B
$10.5K ﹤0.01%
204
MELI icon
606
Mercado Libre
MELI
$118B
$10.5K ﹤0.01%
4
IBLC icon
607
iShares Blockchain and Tech ETF
IBLC
$86.3M
$10.4K ﹤0.01%
265
+141
NG icon
608
NovaGold Resources
NG
$3.37B
$10.2K ﹤0.01%
2,500
IONQ icon
609
IonQ
IONQ
$21.7B
$10.1K ﹤0.01%
235
+100
PLD icon
610
Prologis
PLD
$115B
$10.1K ﹤0.01%
96
-35
XLE icon
611
Energy Select Sector SPDR Fund
XLE
$26.5B
$9.96K ﹤0.01%
117
+35
QQQJ icon
612
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$707M
$9.88K ﹤0.01%
309
USFD icon
613
US Foods
USFD
$16.4B
$9.78K ﹤0.01%
127
PHK
614
PIMCO High Income Fund
PHK
$846M
$9.73K ﹤0.01%
2,027
HIX
615
Western Asset High Income Fund II
HIX
$381M
$9.65K ﹤0.01%
2,250
HSBC icon
616
HSBC
HSBC
$241B
$9.61K ﹤0.01%
158
CRM icon
617
Salesforce
CRM
$248B
$9.54K ﹤0.01%
35
-167
INGR icon
618
Ingredion
INGR
$7.41B
$9.49K ﹤0.01%
70
LDOS icon
619
Leidos
LDOS
$24.4B
$9.47K ﹤0.01%
60
CODI icon
620
Compass Diversified
CODI
$480M
$9.42K ﹤0.01%
1,500
KTOS icon
621
Kratos Defense & Security Solutions
KTOS
$15.3B
$9.29K ﹤0.01%
200
+100
USB icon
622
US Bancorp
USB
$72.6B
$9.28K ﹤0.01%
205
-27
BP icon
623
BP
BP
$89.9B
$9.16K ﹤0.01%
306
PGR icon
624
Progressive
PGR
$121B
$9.07K ﹤0.01%
34
FLS icon
625
Flowserve
FLS
$8.93B
$8.9K ﹤0.01%
170
23 24
25
26 27