HWA

HHM Wealth Advisors Portfolio holdings

AUM $864M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
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
IWY icon
351
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$56.6K 0.01%
207
DDWM icon
352
WisdomTree Dynamic International Equity Fund
DDWM
$1.08B
$56.6K 0.01%
1,354
-1,097
NEM icon
353
Newmont
NEM
$109B
$56.5K 0.01%
670
+140
AMAT icon
354
Applied Materials
AMAT
$209B
$56.3K 0.01%
275
BHP icon
355
BHP
BHP
$150B
$55.8K 0.01%
1,000
-200
DKNG icon
356
DraftKings
DKNG
$17.8B
$55.2K 0.01%
1,475
-100
URI icon
357
United Rentals
URI
$51.6B
$54.4K 0.01%
57
JBL icon
358
Jabil
JBL
$23.6B
$54.2K 0.01%
250
-9
GPN icon
359
Global Payments
GPN
$19.3B
$54K 0.01%
650
BATRK icon
360
Atlanta Braves Holdings Series B
BATRK
$2.53B
$53.2K 0.01%
1,280
IUSV icon
361
iShares Core S&P US Value ETF
IUSV
$24.5B
$52.8K 0.01%
528
-318
JETS icon
362
US Global Jets ETF
JETS
$829M
$52.8K 0.01%
2,140
-1,440
VLTO icon
363
Veralto
VLTO
$24.8B
$52.5K 0.01%
492
IYH icon
364
iShares US Healthcare ETF
IYH
$3.68B
$52.3K 0.01%
890
KBE icon
365
State Street SPDR S&P Bank ETF
KBE
$1.41B
$52.1K 0.01%
877
+855
IWD icon
366
iShares Russell 1000 Value ETF
IWD
$70B
$51.7K 0.01%
254
ICSH icon
367
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.73B
$51.5K 0.01%
1,014
SPSB icon
368
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.4B
$51.2K 0.01%
1,690
MWA icon
369
Mueller Water Products
MWA
$3.92B
$51K 0.01%
2,000
PNC icon
370
PNC Financial Services
PNC
$83.1B
$49.6K 0.01%
247
+18
BOND icon
371
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.66B
$49K 0.01%
525
-1,588
WTW icon
372
Willis Towers Watson
WTW
$31.6B
$48.4K 0.01%
140
SPYM
373
State Street SPDR Portfolio S&P 500 ETF
SPYM
$99B
$48.3K 0.01%
616
+311
DG icon
374
Dollar General
DG
$29.4B
$48.2K 0.01%
466
CB icon
375
Chubb
CB
$122B
$47.2K 0.01%
167
-12
13 14
15
16 17