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
AEE icon
326
Ameren
AEE
$30.9B
$63.8K 0.01%
639
ALB icon
327
Albemarle
ALB
$19B
$63.6K 0.01%
450
SUN icon
328
Sunoco
SUN
$11.9B
$62.9K 0.01%
1,200
FDN icon
329
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.85B
$62.7K 0.01%
+233
UCB
330
United Community Banks
UCB
$3.57B
$61.3K 0.01%
1,963
-2,673
TTWO icon
331
Take-Two Interactive
TTWO
$38.7B
$60.9K 0.01%
238
TT icon
332
Trane Technologies
TT
$92.8B
$60.7K 0.01%
156
BHP icon
333
BHP
BHP
$177B
$60.4K 0.01%
1,000
JETS icon
334
US Global Jets ETF
JETS
$622M
$60.1K 0.01%
2,140
SIMO icon
335
Silicon Motion
SIMO
$4.18B
$59.3K 0.01%
640
JMOM icon
336
JPMorgan US Momentum Factor ETF
JMOM
$1.93B
$59.1K 0.01%
868
+3
DDWM icon
337
WisdomTree Dynamic International Equity Fund
DDWM
$1.26B
$59K 0.01%
1,354
F icon
338
Ford
F
$47B
$58.8K 0.01%
4,482
-651
CGMS icon
339
Capital Group US Multi-Sector Income ETF
CGMS
$4.44B
$58.7K 0.01%
2,125
IYH icon
340
iShares US Healthcare ETF
IYH
$3.02B
$57.9K 0.01%
890
IWY icon
341
iShares Russell Top 200 Growth ETF
IWY
$15.3B
$57.3K 0.01%
207
ETY icon
342
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.3B
$57.1K 0.01%
3,724
+70
JBL icon
343
Jabil
JBL
$26.6B
$57K 0.01%
250
GDX icon
344
VanEck Gold Miners ETF
GDX
$30.5B
$56.6K 0.01%
660
+560
CBSH icon
345
Commerce Bancshares
CBSH
$6.97B
$56.5K 0.01%
1,080
IWD icon
346
iShares Russell 1000 Value ETF
IWD
$67.9B
$53.4K 0.01%
254
BA icon
347
Boeing
BA
$163B
$53.4K 0.01%
246
-86
VSCO icon
348
Victoria's Secret
VSCO
$3.6B
$53.4K 0.01%
986
ORLY icon
349
O'Reilly Automotive
ORLY
$77.1B
$53.4K 0.01%
585
KBE icon
350
State Street SPDR S&P Bank ETF
KBE
$1.29B
$53.2K 0.01%
877
12 13
14
15 16