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
$864M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.47M
3
+$601K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$580K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$352K

Top Sells

1
+$6.77M
2
+$4.79M
3
+$2.99M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.97M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.79M

Sector Composition

1 Technology 6.06%
2 Financials 2.58%
3 Consumer Discretionary 2.11%
4 Industrials 2.09%
5 Healthcare 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APD icon
676
Air Products & Chemicals
APD
$54.8B
$6.55K ﹤0.01%
24
+12
TRMK icon
677
Trustmark
TRMK
$2.45B
$6.5K ﹤0.01%
164
VGIT icon
678
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.6B
$6.42K ﹤0.01%
107
SPTL icon
679
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.9B
$6.39K ﹤0.01%
+237
PBR icon
680
Petrobras
PBR
$75.9B
$6.33K ﹤0.01%
500
CE icon
681
Celanese
CE
$4.55B
$6.27K ﹤0.01%
149
-90
VONG icon
682
Vanguard Russell 1000 Growth ETF
VONG
$34.5B
$6.27K ﹤0.01%
52
PGX icon
683
Invesco Preferred ETF
PGX
$3.93B
$6.26K ﹤0.01%
540
-540
CIM
684
Chimera Investment
CIM
$1.07B
$6.16K ﹤0.01%
466
FLOT icon
685
iShares Floating Rate Bond ETF
FLOT
$8.97B
$6.13K ﹤0.01%
120
VRT icon
686
Vertiv
VRT
$57.3B
$6.04K ﹤0.01%
40
-13
BNDX icon
687
Vanguard Total International Bond ETF
BNDX
$73.8B
$5.99K ﹤0.01%
+121
C icon
688
Citigroup
C
$199B
$5.89K ﹤0.01%
58
-465
TFPM icon
689
Triple Flag Precious Metals
TFPM
$6.95B
$5.85K ﹤0.01%
+200
SOLV icon
690
Solventum
SOLV
$13.9B
$5.84K ﹤0.01%
80
PII icon
691
Polaris
PII
$3.9B
$5.83K ﹤0.01%
100
PEGA icon
692
Pegasystems
PEGA
$9.75B
$5.75K ﹤0.01%
100
CMCSA icon
693
Comcast
CMCSA
$110B
$5.71K ﹤0.01%
182
+153
LIT icon
694
Global X Lithium & Battery Tech ETF
LIT
$1.43B
$5.68K ﹤0.01%
100
HOG icon
695
Harley-Davidson
HOG
$2.5B
$5.58K ﹤0.01%
200
ZTS icon
696
Zoetis
ZTS
$53.9B
$5.56K ﹤0.01%
38
DUSB icon
697
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.63B
$5.54K ﹤0.01%
+109
IIPR icon
698
Innovative Industrial Properties
IIPR
$1.64B
$5.36K ﹤0.01%
+100
CBL
699
CBL Properties
CBL
$1.16B
$5.35K ﹤0.01%
175
PH icon
700
Parker-Hannifin
PH
$109B
$5.31K ﹤0.01%
7
-3
26 27
28
29 30