HHM Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$3.53M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
+$3.1M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.7M |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$1.94M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$1.85M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Dow Jones Global Real Estate ETF
RWO
|
+$493K |
| 2 |
iShares Gold Trust
IAU
|
+$324K |
| 3 |
JPMorgan Diversified Return International Equity ETF
JPIN
|
+$272K |
| 4 |
Invesco NASDAQ Next Gen 100 ETF
QQQJ
|
+$222K |
| 5 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$175K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.07% |
| 2 | Healthcare | 1.72% |
| 3 | Industrials | 1.66% |
| 4 | Consumer Discretionary | 1.36% |
| 5 | Financials | 1.35% |
Similar funds
HHM Wealth Advisors's Q4 2022 Portfolio in Review
As of Q4 2022, HHM Wealth Advisors held 760 positions worth $437M, up 15% from $380M the previous quarter. Its ten largest holdings account for 73% of the portfolio.
HHM Wealth Advisors deployed $27.1M of net new capital in Q4 2022, opening 81 new positions and adding to 136 existing holdings. Its largest new stake was Vanguard Morningstar Growth ETF: 45,108 shares worth $1.6M.
By sector, the portfolio is most concentrated in Technology at 3.1% of assets, down from 3.7% a quarter earlier, followed by Healthcare and Industrials.
On the sell side, the largest reduction was State Street SPDR Dow Jones Global Real Estate ETF, an estimated $493K trimmed.
- HHM Wealth Advisors's largest Q4 2022 buy was Vanguard Morningstar Growth ETF: 45,108 shares worth $1.6M.
- HHM Wealth Advisors added most to Schwab US Broad Market ETF in Q4 2022, an estimated $3.53M increase.
- HHM Wealth Advisors's biggest Q4 2022 reduction was State Street SPDR Dow Jones Global Real Estate ETF, cutting an estimated $493K.
- HHM Wealth Advisors fully exited iShares Gold Trust in Q4 2022, selling an estimated $324K.
- HHM Wealth Advisors's ten largest holdings make up 73% of its $437M portfolio in Q4 2022.
- HHM Wealth Advisors opened 81 new positions and closed 67 in Q4 2022.
- HHM Wealth Advisors's portfolio value rose 15% quarter-over-quarter to $437M.
Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.