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
DRI icon
351
Darden Restaurants
DRI
$21.1B
$52.8K 0.01%
254
PFF icon
352
iShares Preferred and Income Securities ETF
PFF
$14.7B
$51.9K 0.01%
1,688
-1,817
FDN icon
353
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.79B
$51.8K 0.01%
233
EXPD icon
354
Expeditors International
EXPD
$16.2B
$51.7K 0.01%
430
TEL icon
355
TE Connectivity
TEL
$69.9B
$51.4K 0.01%
364
-101
ICSH icon
356
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.4B
$51.4K 0.01%
1,014
EOG icon
357
EOG Resources
EOG
$57.8B
$51.3K 0.01%
400
BATRK icon
358
Atlanta Braves Holdings Series B
BATRK
$2.45B
$51.2K 0.01%
1,280
RIO icon
359
Rio Tinto
RIO
$117B
$51K 0.01%
849
GL icon
360
Globe Life
GL
$10.9B
$51K 0.01%
387
SPSB icon
361
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.95B
$50.9K 0.01%
1,690
MWA icon
362
Mueller Water Products
MWA
$4.04B
$50.8K 0.01%
2,000
WHR icon
363
Whirlpool
WHR
$4.34B
$50.5K 0.01%
560
+244
F icon
364
Ford
F
$52.3B
$50.4K 0.01%
5,025
+86
ETY icon
365
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.48B
$50.1K 0.01%
3,515
+69
TTWO icon
366
Take-Two Interactive
TTWO
$46.4B
$49.9K 0.01%
241
RYAN icon
367
Ryan Specialty Holdings
RYAN
$6.65B
$49.1K 0.01%
665
WTW icon
368
Willis Towers Watson
WTW
$31.3B
$48.3K 0.01%
143
ITOT icon
369
iShares Core S&P Total US Stock Market ETF
ITOT
$80.2B
$48.3K 0.01%
396
VLTO icon
370
Veralto
VLTO
$25.4B
$47.9K 0.01%
492
-5
FHLC icon
371
Fidelity MSCI Health Care Index ETF
FHLC
$2.61B
$47.8K 0.01%
700
PAMT
372
PAMT Corp
PAMT
$227M
$47K 0.01%
3,875
+1,175
IWD icon
373
iShares Russell 1000 Value ETF
IWD
$65.4B
$46.9K 0.01%
249
UWM icon
374
ProShares Ultra Russell2000
UWM
$280M
$46.8K 0.01%
+1,400
TREX icon
375
Trex
TREX
$5.4B
$46.5K 0.01%
800
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