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
$867M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$6.2M
3 +$4.19M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.49M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.86M

Top Sells

1 +$17.2M
2 +$972K
3 +$571K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$487K
5
CAT icon
Caterpillar
CAT
+$455K

Sector Composition

1 Technology 5.21%
2 Financials 2.37%
3 Industrials 2.25%
4 Consumer Discretionary 1.85%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AFL icon
426
Aflac
AFL
$59.1B
$32.9K ﹤0.01%
300
CI icon
427
Cigna
CI
$72.7B
$32.8K ﹤0.01%
123
AEP icon
428
American Electric Power
AEP
$73.2B
$32.6K ﹤0.01%
249
SPLV icon
429
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$32.5K ﹤0.01%
444
LHX icon
430
L3Harris
LHX
$59.9B
$32.4K ﹤0.01%
94
LNC icon
431
Lincoln National
LNC
$7.18B
$32.4K ﹤0.01%
913
PHM icon
432
Pultegroup
PHM
$24.3B
$32.2K ﹤0.01%
274
+168
COWZ icon
433
Pacer US Cash Cows 100 ETF
COWZ
$18B
$32K ﹤0.01%
512
DKNG icon
434
DraftKings
DKNG
$11.7B
$31.9K ﹤0.01%
1,475
MSI icon
435
Motorola Solutions
MSI
$72.8B
$31.7K ﹤0.01%
73
+50
HELO icon
436
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.99B
$31.3K ﹤0.01%
+490
MCK icon
437
McKesson
MCK
$101B
$31.2K ﹤0.01%
36
+8
TECK icon
438
Teck Resources
TECK
$29.5B
$31.1K ﹤0.01%
600
-100
CGCB icon
439
Capital Group Core Bond ETF
CGCB
$4.79B
$30.6K ﹤0.01%
1,167
+319
NVT icon
440
nVent Electric
NVT
$22.9B
$30.5K ﹤0.01%
258
+58
IWR icon
441
iShares Russell Mid-Cap ETF
IWR
$52.1B
$30.3K ﹤0.01%
312
INTU icon
442
Intuit
INTU
$108B
$30.3K ﹤0.01%
70
+30
CNQ icon
443
Canadian Natural Resources
CNQ
$93.9B
$30.2K ﹤0.01%
620
EXPD icon
444
Expeditors International
EXPD
$19.6B
$30.1K ﹤0.01%
210
DTM icon
445
DT Midstream
DTM
$13.8B
$29.6K ﹤0.01%
220
IBB icon
446
iShares Biotechnology ETF
IBB
$8.13B
$29.5K ﹤0.01%
175
VCIT icon
447
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.5B
$29.4K ﹤0.01%
+355
SHW icon
448
Sherwin-Williams
SHW
$83.5B
$28.9K ﹤0.01%
90
CORZ icon
449
Core Scientific
CORZ
$6.66B
$28.8K ﹤0.01%
1,926
ARW icon
450
Arrow Electronics
ARW
$9.55B
$28.7K ﹤0.01%
200