HWA

HHM Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
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
ABBV icon
51
AbbVie
ABBV
$402B
$1.64M 0.19%
8,814
-219
SPHQ icon
52
Invesco S&P 500 Quality ETF
SPHQ
$15.4B
$1.6M 0.19%
22,476
-810
VOO icon
53
Vanguard S&P 500 ETF
VOO
$778B
$1.51M 0.18%
2,667
-41
VTI icon
54
Vanguard Total Stock Market ETF
VTI
$558B
$1.48M 0.18%
4,856
-71
QQQ icon
55
Invesco QQQ Trust
QQQ
$397B
$1.46M 0.17%
2,648
+528
SCHZ icon
56
Schwab US Aggregate Bond ETF
SCHZ
$9.05B
$1.35M 0.16%
57,988
-8,948
IWF icon
57
iShares Russell 1000 Growth ETF
IWF
$126B
$1.32M 0.16%
3,105
CSCO icon
58
Cisco
CSCO
$279B
$1.31M 0.16%
18,881
-98
DXPE icon
59
DXP Enterprises
DXPE
$1.92B
$1.26M 0.15%
14,378
-2,200
XOM icon
60
Exxon Mobil
XOM
$491B
$1.22M 0.15%
11,338
-108
TM icon
61
Toyota
TM
$273B
$1.2M 0.14%
6,945
+50
ISTB icon
62
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.5B
$1.18M 0.14%
24,216
-420
RSP icon
63
Invesco S&P 500 Equal Weight ETF
RSP
$75.6B
$1.14M 0.14%
6,253
SCHX icon
64
Schwab US Large- Cap ETF
SCHX
$62.5B
$1.09M 0.13%
44,577
UBER icon
65
Uber
UBER
$200B
$1.08M 0.13%
11,541
-1,075
RWO icon
66
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
$1.07M 0.13%
24,235
-5,895
META icon
67
Meta Platforms (Facebook)
META
$1.89T
$1.03M 0.12%
1,390
+155
UNH icon
68
UnitedHealth
UNH
$330B
$1M 0.12%
3,211
+264
VCSH icon
69
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$993K 0.12%
12,487
+1,005
GE icon
70
GE Aerospace
GE
$326B
$977K 0.12%
3,794
+300
MAA icon
71
Mid-America Apartment Communities
MAA
$15.6B
$926K 0.11%
6,255
ORCL icon
72
Oracle
ORCL
$801B
$899K 0.11%
4,113
-179
SDY icon
73
SPDR S&P Dividend ETF
SDY
$20.3B
$892K 0.11%
6,575
KO icon
74
Coca-Cola
KO
$299B
$871K 0.1%
12,307
-86
GLD icon
75
SPDR Gold Trust
GLD
$128B
$869K 0.1%
2,852
+91
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3
4 5