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
$743M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$5.05M
3
+$3.07M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.87M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.78M

Top Sells

1
+$646K
2
+$382K
3
+$273K
4
DXPE icon
DXP Enterprises
DXPE
+$261K
5
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$229K

Sector Composition

1 Technology 5.65%
2 Financials 2.54%
3 Consumer Discretionary 2.29%
4 Industrials 2.18%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHI icon
251
D.R. Horton
DHI
$47.4B
$114K 0.02%
900
ENB icon
252
Enbridge
ENB
$103B
$114K 0.02%
2,575
VTV icon
253
Vanguard Value ETF
VTV
$149B
$114K 0.02%
660
+406
MS icon
254
Morgan Stanley
MS
$264B
$113K 0.02%
966
+179
PHDG icon
255
Invesco S&P 500 Downside Hedged ETF
PHDG
$76.1M
$111K 0.02%
3,052
SNPS icon
256
Synopsys
SNPS
$86.4B
$111K 0.01%
258
TJX icon
257
TJX Companies
TJX
$159B
$110K 0.01%
901
-45
WELL icon
258
Welltower
WELL
$122B
$110K 0.01%
716
XLK icon
259
Technology Select Sector SPDR Fund
XLK
$98.3B
$110K 0.01%
531
IWM icon
260
iShares Russell 2000 ETF
IWM
$71.8B
$109K 0.01%
547
IJR icon
261
iShares Core S&P Small-Cap ETF
IJR
$87.3B
$107K 0.01%
1,027
+79
ISRG icon
262
Intuitive Surgical
ISRG
$195B
$106K 0.01%
214
+45
RSPU icon
263
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$499M
$104K 0.01%
+1,500
CL icon
264
Colgate-Palmolive
CL
$62.9B
$104K 0.01%
1,110
-26
PDP icon
265
Invesco Dorsey Wright Momentum ETF
PDP
$1.4B
$101K 0.01%
1,010
HDV icon
266
iShares Core High Dividend ETF
HDV
$11.7B
$99.3K 0.01%
820
MAR icon
267
Marriott International
MAR
$73.6B
$98.4K 0.01%
413
IUSV icon
268
iShares Core S&P US Value ETF
IUSV
$23B
$98.2K 0.01%
+1,064
JMOM icon
269
JPMorgan US Momentum Factor ETF
JMOM
$1.88B
$94.2K 0.01%
1,672
+3
BF.B icon
270
Brown-Forman Class B
BF.B
$13.5B
$93.3K 0.01%
2,750
IBDQ icon
271
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$93.1K 0.01%
3,700
IUSG icon
272
iShares Core S&P US Growth ETF
IUSG
$26.4B
$92.9K 0.01%
731
+576
IBDR icon
273
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.37B
$91.4K 0.01%
3,775
IBDT icon
274
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$90.9K 0.01%
3,600
IBDS icon
275
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.38B
$90.7K 0.01%
3,750
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