HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$847M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$921K
3
+$905K
4
RTX icon
RTX Corp
RTX
+$572K
5
HOOD icon
Robinhood
HOOD
+$506K

Top Sells

1
+$4.35M
2
+$4.31M
3
+$1.87M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.6M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.47M

Sector Composition

1 Technology 5.75%
2 Financials 2.65%
3 Industrials 2.13%
4 Consumer Discretionary 2.09%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBDR icon
276
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.7B
$91.5K 0.01%
3,775
PRU icon
277
Prudential Financial
PRU
$32.1B
$91.3K 0.01%
809
IBDS icon
278
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.73B
$91K 0.01%
3,750
IBDU icon
279
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.65B
$89.6K 0.01%
+3,830
SYK icon
280
Stryker
SYK
$129B
$89.6K 0.01%
255
-4
HWM icon
281
Howmet Aerospace
HWM
$97.8B
$89.4K 0.01%
436
-6
ENB icon
282
Enbridge
ENB
$117B
$88.8K 0.01%
1,857
-775
CL icon
283
Colgate-Palmolive
CL
$70.5B
$87.7K 0.01%
1,110
ISRG icon
284
Intuitive Surgical
ISRG
$170B
$87.2K 0.01%
154
BLK icon
285
Blackrock
BLK
$144B
$85.8K 0.01%
80
IWO icon
286
iShares Russell 2000 Growth ETF
IWO
$12.3B
$85.6K 0.01%
265
TWLO icon
287
Twilio
TWLO
$19B
$85.3K 0.01%
600
-260
IVW icon
288
iShares S&P 500 Growth ETF
IVW
$63.3B
$84.9K 0.01%
689
+59
BWXT icon
289
BWX Technologies
BWXT
$18.1B
$84.7K 0.01%
490
+30
GEHC icon
290
GE HealthCare
GEHC
$32.1B
$84.3K 0.01%
1,028
+30
BSX icon
291
Boston Scientific
BSX
$102B
$84K 0.01%
881
GSLC icon
292
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$83.8K 0.01%
633
TEL icon
293
TE Connectivity
TEL
$58.1B
$83.5K 0.01%
367
-40
XMHQ icon
294
Invesco S&P MidCap Quality ETF
XMHQ
$5.02B
$81.6K 0.01%
797
-39
RWR icon
295
State Street SPDR Dow Jones REIT ETF
RWR
$1.71B
$81K 0.01%
825
STLD icon
296
Steel Dynamics
STLD
$25.4B
$80.8K 0.01%
477
JCI icon
297
Johnson Controls International
JCI
$80.1B
$80.4K 0.01%
671
FXH icon
298
First Trust Health Care AlphaDEX Fund
FXH
$855M
$79K 0.01%
694
BK icon
299
Bank of New York Mellon
BK
$80.6B
$77.8K 0.01%
670
RIO icon
300
Rio Tinto
RIO
$147B
$75.9K 0.01%
949
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