HWA

HHM Wealth Advisors Portfolio holdings

AUM $867M
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$867M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$6.2M
3
+$4.19M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.49M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.86M

Top Sells

1
+$17.2M
2
+$972K
3
+$571K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$487K
5
CAT icon
Caterpillar
CAT
+$455K

Sector Composition

1 Technology 5.21%
2 Financials 2.37%
3 Industrials 2.25%
4 Consumer Discretionary 1.85%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
276
TSMC
TSM
$2.1T
$93.3K 0.01%
276
+163
JCI icon
277
Johnson Controls International
JCI
$87.8B
$92.5K 0.01%
706
+35
IWB icon
278
iShares Russell 1000 ETF
IWB
$46B
$92K 0.01%
258
SBUX icon
279
Starbucks
SBUX
$112B
$92K 0.01%
1,027
+565
IBDR icon
280
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.64B
$91.5K 0.01%
3,775
ET icon
281
Energy Transfer Partners
ET
$65.5B
$91.4K 0.01%
4,735
+2,465
IREN icon
282
Iris Energy
IREN
$16B
$91.4K 0.01%
+2,665
IBDT icon
283
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.83B
$91.2K 0.01%
3,600
IBDS icon
284
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.77B
$90.9K 0.01%
3,750
TEL icon
285
TE Connectivity
TEL
$61.2B
$90.5K 0.01%
433
+66
BHP icon
286
BHP
BHP
$203B
$89.5K 0.01%
1,230
+230
HBAN icon
287
Huntington Bancshares
HBAN
$33.5B
$89.4K 0.01%
5,715
+4,682
STLD icon
288
Steel Dynamics
STLD
$32.6B
$89.3K 0.01%
496
+19
IBDU icon
289
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.72B
$89.1K 0.01%
3,830
DNP icon
290
DNP Select Income Fund
DNP
$4.06B
$88.8K 0.01%
8,624
-2,750
SYM icon
291
Symbotic
SYM
$7.48B
$87K 0.01%
1,636
+1,634
KLAC icon
292
KLA
KLAC
$249B
$86.9K 0.01%
59
+2
IDR icon
293
Idaho Strategic Resources
IDR
$687M
$85.5K 0.01%
2,662
+2,581
GOVT icon
294
iShares US Treasury Bond ETF
GOVT
$41B
$85.5K 0.01%
+3,732
MDY icon
295
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.1B
$85.1K 0.01%
138
+125
SNPS icon
296
Synopsys
SNPS
$95.5B
$84.1K 0.01%
212
-46
HUBS icon
297
HubSpot
HUBS
$11.9B
$83.7K 0.01%
343
TTD icon
298
Trade Desk
TTD
$10.9B
$83.5K 0.01%
3,680
-2,750
RWR icon
299
State Street SPDR Dow Jones REIT ETF
RWR
$1.77B
$83.3K 0.01%
825
ALB icon
300
Albemarle
ALB
$23.5B
$82.4K 0.01%
459
+9
10 11
12
13 14