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
CRWD icon
101
CrowdStrike
CRWD
$133B
$596K 0.07%
1,171
AVGO icon
102
Broadcom
AVGO
$1.69T
$586K 0.07%
2,125
-135
LOW icon
103
Lowe's Companies
LOW
$137B
$586K 0.07%
2,640
-16
OKE icon
104
Oneok
OKE
$43.4B
$585K 0.07%
7,163
-180
SMH icon
105
VanEck Semiconductor ETF
SMH
$36.4B
$578K 0.07%
2,073
FTNT icon
106
Fortinet
FTNT
$66B
$577K 0.07%
5,460
-100
AMT icon
107
American Tower
AMT
$89.2B
$575K 0.07%
2,601
-17
DUK icon
108
Duke Energy
DUK
$98.8B
$571K 0.07%
4,835
-35
WFC icon
109
Wells Fargo
WFC
$274B
$553K 0.07%
6,897
IOO icon
110
iShares Global 100 ETF
IOO
$7.58B
$550K 0.07%
5,106
DE icon
111
Deere & Co
DE
$130B
$536K 0.06%
1,054
-20
FHN icon
112
First Horizon
FHN
$10.5B
$529K 0.06%
24,943
+17,408
ALL icon
113
Allstate
ALL
$50.9B
$518K 0.06%
2,572
CVX icon
114
Chevron
CVX
$312B
$511K 0.06%
3,572
+52
MRK icon
115
Merck
MRK
$219B
$505K 0.06%
6,378
+63
CMI icon
116
Cummins
CMI
$57.9B
$490K 0.06%
1,495
-79
JPIN icon
117
JPMorgan Diversified Return International Equity ETF
JPIN
$367M
$486K 0.06%
7,585
-1,246
SPY icon
118
SPDR S&P 500 ETF Trust
SPY
$678B
$485K 0.06%
785
-11
VEA icon
119
Vanguard FTSE Developed Markets ETF
VEA
$181B
$484K 0.06%
8,493
+153
GEV icon
120
GE Vernova
GEV
$160B
$481K 0.06%
909
-7
KKR icon
121
KKR & Co
KKR
$110B
$474K 0.06%
3,566
+1
TTD icon
122
Trade Desk
TTD
$26.3B
$464K 0.06%
6,445
+500
MA icon
123
Mastercard
MA
$517B
$438K 0.05%
780
-64
COST icon
124
Costco
COST
$411B
$437K 0.05%
441
-65
VHT icon
125
Vanguard Health Care ETF
VHT
$16.2B
$429K 0.05%
1,729
3 4
5
6 7