HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$864M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.47M
3
+$601K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$580K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$352K

Top Sells

1
+$6.77M
2
+$4.79M
3
+$2.99M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.97M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.79M

Sector Composition

1 Technology 6.06%
2 Financials 2.58%
3 Consumer Discretionary 2.11%
4 Industrials 2.09%
5 Healthcare 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYY icon
451
Sysco
SYY
$36.2B
$27.5K ﹤0.01%
334
-233
INTU icon
452
Intuit
INTU
$156B
$27.3K ﹤0.01%
40
-71
KTB icon
453
Kontoor Brands
KTB
$3.25B
$27.3K ﹤0.01%
342
NLR icon
454
VanEck Uranium + Nuclear Energy ETF
NLR
$4.55B
$27.1K ﹤0.01%
200
NUE icon
455
Nucor
NUE
$40.7B
$27.1K ﹤0.01%
200
VSCO icon
456
Victoria's Secret
VSCO
$4.7B
$26.8K ﹤0.01%
986
HYLB icon
457
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.55B
$26.6K ﹤0.01%
718
SHEL icon
458
Shell
SHEL
$207B
$26.5K ﹤0.01%
371
AON icon
459
Aon
AON
$72.8B
$26.4K ﹤0.01%
74
-8
DFAS icon
460
Dimensional US Small Cap ETF
DFAS
$13B
$26.2K ﹤0.01%
+383
OKLO
461
Oklo
OKLO
$12.9B
$26.1K ﹤0.01%
234
BBWI icon
462
Bath & Body Works
BBWI
$4.39B
$26K ﹤0.01%
1,010
-185
EQR icon
463
Equity Residential
EQR
$23.6B
$25.9K ﹤0.01%
400
PECO icon
464
Phillips Edison & Co
PECO
$4.48B
$25.7K ﹤0.01%
750
-350
EXPD icon
465
Expeditors International
EXPD
$21.3B
$25.7K ﹤0.01%
210
DFGR icon
466
Dimensional Global Real Estate ETF
DFGR
$3.09B
$25.5K ﹤0.01%
+935
KMB icon
467
Kimberly-Clark
KMB
$33.6B
$25.2K ﹤0.01%
203
FFIN icon
468
First Financial Bankshares
FFIN
$4.59B
$24.9K ﹤0.01%
+741
IWL icon
469
iShares Russell Top 200 ETF
IWL
$2.15B
$24.9K ﹤0.01%
150
TMUS icon
470
T-Mobile US
TMUS
$210B
$24.9K ﹤0.01%
104
+37
DTM icon
471
DT Midstream
DTM
$12.4B
$24.9K ﹤0.01%
220
AU icon
472
AngloGold Ashanti
AU
$54.6B
$24.6K ﹤0.01%
+350
OMC icon
473
Omnicom Group
OMC
$25.3B
$24.5K ﹤0.01%
300
-90
ARW icon
474
Arrow Electronics
ARW
$6.06B
$24.2K ﹤0.01%
200
TROX icon
475
Tronox
TROX
$1.04B
$24.1K ﹤0.01%
+6,000
17 18
19
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