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
BAC icon
76
Bank of America
BAC
$387B
$800K 0.1%
16,900
-813
SCHE icon
77
Schwab Emerging Markets Equity ETF
SCHE
$11.7B
$790K 0.09%
26,227
-22
VYM icon
78
Vanguard High Dividend Yield ETF
VYM
$65.8B
$780K 0.09%
5,848
+6
PLTR icon
79
Palantir
PLTR
$455B
$756K 0.09%
5,545
-753
JNJ icon
80
Johnson & Johnson
JNJ
$459B
$756K 0.09%
4,948
-54
ABT icon
81
Abbott
ABT
$219B
$749K 0.09%
5,510
-200
MLR icon
82
Miller Industries
MLR
$467M
$745K 0.09%
16,757
+6,759
ILCG icon
83
iShares Morningstar Growth ETF
ILCG
$3.15B
$739K 0.09%
7,625
BRK.A icon
84
Berkshire Hathaway Class A
BRK.A
$1.06T
$729K 0.09%
+1
MO icon
85
Altria Group
MO
$108B
$692K 0.08%
11,797
-330
DIS icon
86
Walt Disney
DIS
$202B
$682K 0.08%
5,499
-43
PM icon
87
Philip Morris
PM
$241B
$680K 0.08%
3,736
-85
CRWV
88
CoreWeave Inc
CRWV
$66.5B
$679K 0.08%
+4,166
PNFP icon
89
Pinnacle Financial Partners
PNFP
$6.85B
$678K 0.08%
6,144
-6,795
BX icon
90
Blackstone
BX
$121B
$678K 0.08%
4,533
-52
IJH icon
91
iShares Core S&P Mid-Cap ETF
IJH
$102B
$659K 0.08%
10,620
UNP icon
92
Union Pacific
UNP
$129B
$658K 0.08%
2,861
-448
VB icon
93
Vanguard Small-Cap ETF
VB
$68.9B
$646K 0.08%
2,725
+200
ITOT icon
94
iShares Core S&P Total US Stock Market ETF
ITOT
$79.8B
$639K 0.08%
4,731
+4,335
RSPH icon
95
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$749M
$632K 0.08%
21,645
IBIT icon
96
iShares Bitcoin Trust
IBIT
$87.8B
$622K 0.07%
10,165
+530
ACN icon
97
Accenture
ACN
$155B
$621K 0.07%
2,077
-33
RTX icon
98
RTX Corp
RTX
$239B
$618K 0.07%
4,229
-399
NEE icon
99
NextEra Energy
NEE
$174B
$616K 0.07%
8,871
-43
O icon
100
Realty Income
O
$54.8B
$598K 0.07%
10,382
-275
2 3
4
5 6