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HWA

HHM Wealth Advisors Portfolio holdings

AUM $867M
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
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
CB icon
351
Chubb
CB
$127B
$52.3K 0.01%
167
FHLC icon
352
Fidelity MSCI Health Care Index ETF
FHLC
$3.07B
$52K 0.01%
700
UAL icon
353
United Airlines
UAL
$36.5B
$51.9K 0.01%
464
PNC icon
354
PNC Financial Services
PNC
$93.4B
$51.6K 0.01%
247
ICSH icon
355
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.58B
$51.3K 0.01%
1,014
SPSB icon
356
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$51K 0.01%
1,690
CRK icon
357
Comstock Resources
CRK
$3.87B
$51K 0.01%
2,200
DKNG icon
358
DraftKings
DKNG
$14.9B
$50.8K 0.01%
1,475
BATRK icon
359
Atlanta Braves Holdings Series B
BATRK
$3.25B
$50.5K 0.01%
1,280
GPN icon
360
Global Payments
GPN
$17.9B
$50.3K 0.01%
650
IUSV icon
361
iShares Core S&P US Value ETF
IUSV
$26.1B
$50K 0.01%
488
-40
MET icon
362
MetLife
MET
$55.4B
$49.2K 0.01%
623
-70
VLTO icon
363
Veralto
VLTO
$20.3B
$49.1K 0.01%
492
BOND icon
364
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.03B
$48.9K 0.01%
525
ACN icon
365
Accenture
ACN
$103B
$48.3K 0.01%
180
-177
ITA icon
366
iShares US Aerospace & Defense ETF
ITA
$14.3B
$48.2K 0.01%
224
IVE icon
367
iShares S&P 500 Value ETF
IVE
$47.7B
$47.7K 0.01%
225
-63
MWA icon
368
Mueller Water Products
MWA
$4.01B
$47.6K 0.01%
2,000
VOOG icon
369
Vanguard S&P 500 Growth ETF
VOOG
$25.4B
$47.6K 0.01%
+642
DFUV icon
370
Dimensional US Marketwide Value ETF
DFUV
$15.1B
$47.5K 0.01%
1,019
BTC
371
Grayscale Bitcoin Mini Trust ETF
BTC
$3.37B
$47.4K 0.01%
1,224
UFOX
372
Defiance Connective Technologies ETF
UFOX
$1.03B
$47.2K 0.01%
740
XLI icon
373
State Street Industrial Select Sector SPDR ETF
XLI
$30.7B
$46.2K 0.01%
298
+38
URI icon
374
United Rentals
URI
$66.2B
$46.1K 0.01%
57
CELH icon
375
Celsius Holdings
CELH
$7.26B
$46.1K 0.01%
1,007
13 14
15
16 17