HWA
HHM Wealth Advisors Portfolio holdings
AUM
$864M
1-Year Est. Return
12.56%
1 Year Est. Return
+12.56%
AUM
$841M
AUM Growth
+$98.5M
(+13%)
Holding
956
Top Buys
| 1 | +$31.1M | |
| 2 | +$6.47M | |
| 3 | +$5.68M | |
| 4 |
State Street 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
Wynn Resorts
WYNN
$12.9B
| – | – |
-12
|
|
||
952
Xcel Energy
XEL
$44.8B
| – | – |
-12
|
|
||
953
XPO
XPO
$17.5B
| – | – |
-5
|
|
||
|
XXII
954
22nd Century Group
XXII
$6.71M
| – | – |
0
|
|
||
955
cbdMD
YCBD
$10.7M
| – | – |
-8
|
|
||
956
Yum! Brands
YUM
$41.9B
| – | – |
-32
|
|