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
PGR icon
451
Progressive
PGR
$117B
$28.5K ﹤0.01%
144
+126
CAH icon
452
Cardinal Health
CAH
$47B
$28.5K ﹤0.01%
135
STAG icon
453
STAG Industrial
STAG
$7.43B
$28.5K ﹤0.01%
790
GLDM icon
454
SPDR Gold MiniShares Trust
GLDM
$31B
$28.1K ﹤0.01%
303
+213
MMM icon
455
3M
MMM
$76.1B
$27.4K ﹤0.01%
189
APH icon
456
Amphenol
APH
$183B
$27.3K ﹤0.01%
+216
VOE icon
457
Vanguard Mid-Cap Value ETF
VOE
$22.2B
$27.3K ﹤0.01%
148
DFAS icon
458
Dimensional US Small Cap ETF
DFAS
$14B
$27.2K ﹤0.01%
383
XLY icon
459
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$26.8K ﹤0.01%
246
IEUR icon
460
iShares Core MSCI Europe ETF
IEUR
$8.66B
$26.8K ﹤0.01%
381
NLR icon
461
VanEck Uranium + Nuclear Energy ETF
NLR
$5.23B
$26.6K ﹤0.01%
200
SPPP
462
Sprott Physical Platinum and Palladium Trust
SPPP
$679M
$26.4K ﹤0.01%
1,700
BTC
463
Grayscale Bitcoin Mini Trust ETF
BTC
$3.35B
$26.4K ﹤0.01%
879
-345
SAP icon
464
SAP
SAP
$203B
$26K ﹤0.01%
152
QTUM icon
465
Defiance Quantum ETF
QTUM
$4.17B
$26K ﹤0.01%
242
XLE icon
466
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$26K ﹤0.01%
425
+2
HYLB icon
467
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.39B
$26K ﹤0.01%
718
FTXN icon
468
First Trust Nasdaq Oil & Gas ETF
FTXN
$153M
$25.7K ﹤0.01%
666
SSTK icon
469
Shutterstock
SSTK
$621M
$25.3K ﹤0.01%
1,522
TRV icon
470
Travelers Companies
TRV
$64.4B
$25.1K ﹤0.01%
86
+51
DFGR icon
471
Dimensional Global Real Estate ETF
DFGR
$3.45B
$24.9K ﹤0.01%
935
DFAT icon
472
Dimensional US Targeted Value ETF
DFAT
$13.6B
$24.7K ﹤0.01%
396
FANG icon
473
Diamondback Energy
FANG
$55.3B
$24.7K ﹤0.01%
125
RSHO icon
474
Tema American Reshoring ETF
RSHO
$260M
$24.4K ﹤0.01%
490
IWL icon
475
iShares Russell Top 200 ETF
IWL
$2.11B
$24.1K ﹤0.01%
150