HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Est. Return
12.92%
1 Year Est. Return
+12.92%
AUM
$841M
AUM Growth
+$98.5M
(+13%)
Holding
956
Top Buys
| 1 | +$31.1M | |
| 2 | +$6.47M | |
| 3 | +$5.68M | |
| 4 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$2.67M |
| 5 |
Unum
UNM
|
+$2.17M |
Top Sells
| 1 | +$1.02M | |
| 2 | +$750K | |
| 3 | +$430K | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$426K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
951
cbdMD
YCBD
$9.54M
| – | – |
-8
|
|
||
952
Yum! Brands
YUM
$39.6B
| – | – |
-32
|
|
||
953
Dayforce
DAY
$10.8B
| – | – |
-18
|
|
||
954
Corpay
CPAY
$20.2B
| – | – |
-3
|
|
||
|
BERY
955
DELISTED
Berry Global Group, Inc.
BERY
| – | – |
-1
|
|
||
|
JQC.RT
956
DELISTED
Nuveen Credit Strategies Income Fund Rights (expiring April 29, 2025)
JQC.RT
| – | – |
-2,500
|
|