Portfolio (Quarterly)
Guide ↗
HHM Wealth Advisors, LLC
· CIK 0001750086| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | — | SMURFIT WESTROCK PLC | — | 20.0 | $926.0 | — | -293.0 | -93.6% | $46.30 | — |
| 122 | RSPU | INVESCO EXCHANGE TRADED FD T | — | 3.0 | $244.0 | — | -1K | -99.8% | $81.33 | -6.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.3%
Financial Services
16.2%
Industrials
13.4%
Consumer Cyclical
11.0%
Healthcare
7.8%
Communication Services
5.3%
Consumer Defensive
4.8%
Utilities
3.2%
Energy
2.9%
Real Estate
1.3%