HHM Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$12.2M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$5.14M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$4.9M |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$2.02M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.22M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$1M |
| 2 |
Titan International
TWI
|
+$823K |
| 3 |
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
|
+$377K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$363K |
| 5 |
Franklin FTSE Japan ETF
FLJP
|
+$262K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.1% |
| 2 | Healthcare | 2.15% |
| 3 | Financials | 1.99% |
| 4 | Industrials | 1.82% |
| 5 | Consumer Discretionary | 1.69% |
Similar funds
HHM Wealth Advisors's Q2 2022 Portfolio in Review
As of Q2 2022, HHM Wealth Advisors held 869 positions worth $390M, down 8.8% from $428M the previous quarter. Its ten largest holdings account for 69% of the portfolio.
HHM Wealth Advisors deployed $28.2M of net new capital in Q2 2022, opening 144 new positions and adding to 152 existing holdings. Its largest new stake was First Trust Smith Opportunistic Fixed Income ETF: 1,693 shares worth $79K.
By sector, the portfolio is most concentrated in Technology at 4.1% of assets, down from 4.6% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Vanguard Short-Term Corporate Bond ETF, an estimated $363K trimmed.
- HHM Wealth Advisors's largest Q2 2022 buy was First Trust Smith Opportunistic Fixed Income ETF: 1,693 shares worth $79K.
- HHM Wealth Advisors added most to Schwab US Large-Cap Growth ETF in Q2 2022, an estimated $12.2M increase.
- HHM Wealth Advisors's biggest Q2 2022 reduction was Vanguard Short-Term Corporate Bond ETF, cutting an estimated $363K.
- HHM Wealth Advisors fully exited Berkshire Hathaway Class B in Q2 2022, selling an estimated $1M.
- HHM Wealth Advisors's ten largest holdings make up 69% of its $390M portfolio in Q2 2022.
- HHM Wealth Advisors opened 144 new positions and closed 50 in Q2 2022.
- HHM Wealth Advisors's portfolio value fell 8.8% quarter-over-quarter to $390M.
Based on HHM Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.