HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$864M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.47M
3
+$601K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$580K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$352K

Top Sells

1
+$6.77M
2
+$4.79M
3
+$2.99M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.97M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.79M

Sector Composition

1 Technology 6.06%
2 Financials 2.58%
3 Consumer Discretionary 2.11%
4 Industrials 2.09%
5 Healthcare 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
276
Blackrock
BLK
$174B
$93.4K 0.01%
80
-4
XLV icon
277
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$93.1K 0.01%
669
-402
IBDT icon
278
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.69B
$91.9K 0.01%
3,600
IBDR icon
279
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.82B
$91.7K 0.01%
3,775
IBDS icon
280
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.66B
$91.3K 0.01%
3,750
TEL icon
281
TE Connectivity
TEL
$66.2B
$89.3K 0.01%
407
+43
AZN icon
282
AstraZeneca
AZN
$292B
$89.3K 0.01%
1,164
+69
NOC icon
283
Northrop Grumman
NOC
$94.3B
$89K 0.01%
146
+14
CL icon
284
Colgate-Palmolive
CL
$68.7B
$88.7K 0.01%
1,110
ACN icon
285
Accenture
ACN
$173B
$88K 0.01%
357
-1,720
XMHQ icon
286
Invesco S&P MidCap Quality ETF
XMHQ
$5.38B
$87.8K 0.01%
836
-8
CGNX icon
287
Cognex
CGNX
$6.6B
$87.1K 0.01%
1,922
+101
HWM icon
288
Howmet Aerospace
HWM
$86.7B
$86.7K 0.01%
442
+5
TWLO icon
289
Twilio
TWLO
$20.3B
$86.1K 0.01%
860
BSX icon
290
Boston Scientific
BSX
$139B
$86K 0.01%
881
CVS icon
291
CVS Health
CVS
$106B
$85.2K 0.01%
1,130
-127
BWXT icon
292
BWX Technologies
BWXT
$18.8B
$84.8K 0.01%
460
IWO icon
293
iShares Russell 2000 Growth ETF
IWO
$13.8B
$84.8K 0.01%
265
ZBRA icon
294
Zebra Technologies
ZBRA
$12.3B
$84.7K 0.01%
285
PRU icon
295
Prudential Financial
PRU
$38.1B
$83.9K 0.01%
809
RWR icon
296
State Street SPDR Dow Jones REIT ETF
RWR
$1.68B
$82.7K 0.01%
825
GSLC icon
297
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$82.5K 0.01%
633
XCH
298
XCHG Ltd
XCH
$64.8M
$82.2K 0.01%
63,692
SLV icon
299
iShares Silver Trust
SLV
$56.4B
$80.9K 0.01%
1,910
NFG icon
300
National Fuel Gas
NFG
$7.88B
$79K 0.01%
855
10 11
12
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