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
AFL icon
326
Aflac
AFL
$57.1B
$60.2K 0.01%
541
-100
DLTR icon
327
Dollar Tree
DLTR
$20.9B
$60.1K 0.01%
800
-12
STLD icon
328
Steel Dynamics
STLD
$23.5B
$59.7K 0.01%
477
+77
FLO icon
329
Flowers Foods
FLO
$2.65B
$58.7K 0.01%
3,089
+45
BK icon
330
Bank of New York Mellon
BK
$75.6B
$58.4K 0.01%
696
WEST icon
331
Westrock Coffee
WEST
$474M
$58.3K 0.01%
8,080
+4,580
BHP icon
332
BHP
BHP
$145B
$58.2K 0.01%
1,200
-100
NXPI icon
333
NXP Semiconductors
NXPI
$53.7B
$57.6K 0.01%
303
-7
SPTM icon
334
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$56.2K 0.01%
827
JCI icon
335
Johnson Controls International
JCI
$73.4B
$56.1K 0.01%
700
TT icon
336
Trane Technologies
TT
$94.9B
$55.6K 0.01%
165
MET icon
337
MetLife
MET
$52.4B
$55.2K 0.01%
687
+1
FRD icon
338
Friedman Industries
FRD
$148M
$55.2K 0.01%
3,704
FTV icon
339
Fortive
FTV
$16.6B
$54.9K 0.01%
750
GNRC icon
340
Generac Holdings
GNRC
$11.2B
$54.5K 0.01%
430
CGNX icon
341
Cognex
CGNX
$7.94B
$54.3K 0.01%
1,821
+1
CAH icon
342
Cardinal Health
CAH
$38.7B
$54.3K 0.01%
394
CRM icon
343
Salesforce
CRM
$242B
$54.2K 0.01%
202
+167
IYH icon
344
iShares US Healthcare ETF
IYH
$2.94B
$54.2K 0.01%
890
ESGR
345
DELISTED
Enstar Group
ESGR
$54.2K 0.01%
163
CB icon
346
Chubb
CB
$109B
$54.1K 0.01%
179
IDEV icon
347
iShares Core MSCI International Developed Markets ETF
IDEV
$22.6B
$54.1K 0.01%
785
FXI icon
348
iShares China Large-Cap ETF
FXI
$6.98B
$53.8K 0.01%
+1,500
TEVA icon
349
Teva Pharmaceuticals
TEVA
$22.7B
$53.2K 0.01%
3,460
DKNG icon
350
DraftKings
DKNG
$15.5B
$53.1K 0.01%
1,598
12 13
14
15 16