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
KLAC icon
401
KLA
KLAC
$159B
$38.7K 0.01%
57
-10
MMM icon
402
3M
MMM
$88.6B
$38.6K 0.01%
263
BWXT icon
403
BWX Technologies
BWXT
$19B
$38.5K 0.01%
390
+100
BTC
404
Grayscale Bitcoin Mini Trust ETF
BTC
$4.96B
$38K 0.01%
+1,040
USHY icon
405
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$37.7K 0.01%
1,025
C icon
406
Citigroup
C
$181B
$37.3K 0.01%
525
+467
BBWI icon
407
Bath & Body Works
BBWI
$5.38B
$36.2K ﹤0.01%
1,195
CELH icon
408
Celsius Holdings
CELH
$16B
$35.9K ﹤0.01%
1,007
URI icon
409
United Rentals
URI
$55.7B
$35.7K ﹤0.01%
57
-2
JBL icon
410
Jabil
JBL
$22.9B
$35.2K ﹤0.01%
259
-45
ONB icon
411
Old National Bancorp
ONB
$7.96B
$35K ﹤0.01%
1,653
LULU icon
412
lululemon athletica
LULU
$21.3B
$34.8K ﹤0.01%
123
PYPL icon
413
PayPal
PYPL
$69.8B
$34.5K ﹤0.01%
529
WPC icon
414
W.P. Carey
WPC
$14.5B
$34.4K ﹤0.01%
545
MFC icon
415
Manulife Financial
MFC
$55.5B
$34.4K ﹤0.01%
1,104
BN icon
416
Brookfield
BN
$107B
$34.4K ﹤0.01%
656
ITA icon
417
iShares US Aerospace & Defense ETF
ITA
$11.9B
$34.4K ﹤0.01%
224
XLU icon
418
Utilities Select Sector SPDR Fund
XLU
$22.1B
$34.3K ﹤0.01%
435
XLI icon
419
Industrial Select Sector SPDR Fund
XLI
$23.9B
$34.1K ﹤0.01%
260
+60
MINV icon
420
Matthews Asia Innovators Active ETF
MINV
$79.3M
$34K ﹤0.01%
1,215
MTB icon
421
M&T Bank
MTB
$28.3B
$34K ﹤0.01%
190
SHW icon
422
Sherwin-Williams
SHW
$88.4B
$33.8K ﹤0.01%
97
SKT icon
423
Tanger
SKT
$3.76B
$33.8K ﹤0.01%
1,000
MSI icon
424
Motorola Solutions
MSI
$73.3B
$33.3K ﹤0.01%
76
SPLV icon
425
Invesco S&P 500 Low Volatility ETF
SPLV
$7.72B
$33.2K ﹤0.01%
444