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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
INTU icon
451
Intuit
INTU
$74B
$26.5K ﹤0.01%
40
HYLB icon
452
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.45B
$26.4K ﹤0.01%
718
DTM icon
453
DT Midstream
DTM
$14.6B
$26.3K ﹤0.01%
220
VOE icon
454
Vanguard Mid-Cap Value ETF
VOE
$23.1B
$26.3K ﹤0.01%
148
-20
NOC icon
455
Northrop Grumman
NOC
$77.9B
$26.2K ﹤0.01%
46
-100
AON icon
456
Aon
AON
$71.8B
$26.1K ﹤0.01%
74
IWL icon
457
iShares Russell Top 200 ETF
IWL
$2.16B
$25.6K ﹤0.01%
150
RIVN icon
458
Rivian
RIVN
$20.8B
$25.4K ﹤0.01%
1,288
EQR icon
459
Equity Residential
EQR
$25.1B
$25.2K ﹤0.01%
400
TROX icon
460
Tronox
TROX
$1.29B
$25K ﹤0.01%
6,000
CBRL icon
461
Cracker Barrel
CBRL
$1.04B
$24.9K ﹤0.01%
980
-67
NLR icon
462
VanEck Uranium + Nuclear Energy ETF
NLR
$4.48B
$24.8K ﹤0.01%
200
PPLT icon
463
abrdn Physical Platinum Shares ETF
PPLT
$2.03B
$24.8K ﹤0.01%
+1,330
DFGR icon
464
Dimensional Global Real Estate ETF
DFGR
$3.67B
$24.7K ﹤0.01%
935
SPYM
465
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
$24.5K ﹤0.01%
305
-311
IEMG icon
466
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$24.3K ﹤0.01%
362
+34
IBLC icon
467
iShares Blockchain and Tech ETF
IBLC
$95.9M
$24.3K ﹤0.01%
593
OMC icon
468
Omnicom Group
OMC
$22B
$24.2K ﹤0.01%
300
ADBE icon
469
Adobe
ADBE
$82B
$23.8K ﹤0.01%
68
DFAT icon
470
Dimensional US Targeted Value ETF
DFAT
$14.4B
$23.6K ﹤0.01%
396
HLT icon
471
Hilton Worldwide
HLT
$78.5B
$23.6K ﹤0.01%
82
NG icon
472
NovaGold Resources
NG
$3.22B
$23.3K ﹤0.01%
+2,500
SU icon
473
Suncor Energy
SU
$72.8B
$23.2K ﹤0.01%
523
-325
DRI icon
474
Darden Restaurants
DRI
$24.3B
$23K ﹤0.01%
125
ULTA icon
475
Ulta Beauty
ULTA
$20B
$23K ﹤0.01%
38
17 18
19
20 21