HHM Wealth Advisors, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for HHM Wealth Advisors, LLC with $860.7M in long positions as of Q3 2025, 80% allocated to ETF, and 69% concentrated in top 10 positions.

Portfolio Value: $860.7M
Top 10 Concentration: 69%
Top Sector: ETF (80%)

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF

80.00%

Technology

6.10%

Financial Services

2.50%

Industrials

2.00%

Consumer Cyclical

1.90%

Healthcare

1.30%

Communication Services

1.10%

Consumer Defensive

0.90%

Utilities

0.50%

Energy

0.50%

Real Estate

0.30%

Basic Materials

0.20%

Industry Breakdown

No industry data available

Market Cap Distribution

No market cap data available

Portfolio Concentration

Top 10 Holdings %

68.5%

Top 20 Holdings %

79.36%

Top 50 Holdings %

87.58%

Top 100 Holdings %

93.13%

Geographic Exposure

Portfolio breakdown by country of incorporation

No geographic data available

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10: 21.3 quarters
Avg. Top 20: 21.2 quarters
Avg. All Positions: 12.1 quarters
Median Holding Period: 11 quarters
Persistence Rate: 79.98%
Persistent Holdings Weight: 99.13%
Persistent Positions: 663
Longest Held: SCHX
Schwab U.S. Large- Cap ETFSCHX - 27 quarters

Position Sizing & Influence

No data available

Portfolio Turnover