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
DINO icon
651
HF Sinclair
DINO
$9.65B
$7.19K ﹤0.01%
175
EBAY icon
652
eBay
EBAY
$37.1B
$7.15K ﹤0.01%
96
M icon
653
Macy's
M
$5.2B
$7K ﹤0.01%
600
PH icon
654
Parker-Hannifin
PH
$98.2B
$6.99K ﹤0.01%
10
SSB icon
655
SouthState Bank Corp
SSB
$8.86B
$6.9K ﹤0.01%
75
HXL icon
656
Hexcel
HXL
$5.66B
$6.89K ﹤0.01%
122
HPQ icon
657
HP
HPQ
$25.8B
$6.85K ﹤0.01%
280
VRT icon
658
Vertiv
VRT
$72.5B
$6.81K ﹤0.01%
53
VALE icon
659
Vale
VALE
$51.6B
$6.8K ﹤0.01%
700
CAG icon
660
Conagra Brands
CAG
$8.27B
$6.55K ﹤0.01%
320
+20
WPC icon
661
W.P. Carey
WPC
$14.4B
$6.49K ﹤0.01%
104
-441
CIM
662
Chimera Investment
CIM
$1.06B
$6.46K ﹤0.01%
466
VGIT icon
663
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.1B
$6.4K ﹤0.01%
107
UMH
664
UMH Properties
UMH
$1.23B
$6.33K ﹤0.01%
377
MNST icon
665
Monster Beverage
MNST
$65B
$6.26K ﹤0.01%
100
PBR icon
666
Petrobras
PBR
$74.8B
$6.25K ﹤0.01%
500
FITB icon
667
Fifth Third Bancorp
FITB
$27.5B
$6.25K ﹤0.01%
152
-21
NVO icon
668
Novo Nordisk
NVO
$217B
$6.21K ﹤0.01%
90
-2
FLOT icon
669
iShares Floating Rate Bond ETF
FLOT
$9B
$6.12K ﹤0.01%
120
SOLV icon
670
Solventum
SOLV
$12B
$6.07K ﹤0.01%
80
-18
BAX icon
671
Baxter International
BAX
$9.56B
$6.06K ﹤0.01%
200
BOTZ icon
672
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.18B
$6.04K ﹤0.01%
185
+100
TRMK icon
673
Trustmark
TRMK
$2.26B
$5.98K ﹤0.01%
164
ZTS icon
674
Zoetis
ZTS
$63.7B
$5.92K ﹤0.01%
38
GLDM icon
675
SPDR Gold MiniShares Trust
GLDM
$21.7B
$5.9K ﹤0.01%
90
25 26
27
28 29