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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
NSC icon
26
Norfolk Southern
NSC
$69.7B
$2.85M 0.34%
9,856
+9
MSTR icon
27
Strategy Inc
MSTR
$42.5B
$2.73M 0.32%
17,982
JPUS
28
JPMorgan Diversified Return US Equity ETF
JPUS
$453M
$2.73M 0.32%
22,036
-255
TSLA icon
29
Tesla
TSLA
$1.5T
$2.73M 0.32%
6,068
-658
FNDB icon
30
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.33B
$2.48M 0.29%
93,413
-75
UNM icon
31
Unum
UNM
$14.7B
$2.43M 0.29%
31,331
+32
MOAT icon
32
VanEck Morningstar Wide Moat ETF
MOAT
$11.6B
$2.38M 0.28%
22,981
IVV icon
33
iShares Core S&P 500 ETF
IVV
$833B
$2.35M 0.28%
3,432
+65
CWI icon
34
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.74B
$2.24M 0.26%
62,274
-7,425
RSPT icon
35
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.43B
$2.23M 0.26%
48,945
-1,620
SFBS
36
ServisFirst Bancshares
SFBS
$4.46B
$2.21M 0.26%
30,735
-314
HD icon
37
Home Depot
HD
$325B
$2.19M 0.26%
6,361
-290
WMT icon
38
Walmart Inc
WMT
$959B
$2.16M 0.25%
19,389
+186
SGOV icon
39
iShares 0-3 Month Treasury Bond ETF
SGOV
$93.3B
$2.1M 0.25%
20,879
+863
HCA icon
40
HCA Healthcare
HCA
$84B
$2.08M 0.25%
4,460
-60
LLY icon
41
Eli Lilly
LLY
$1.04T
$2.07M 0.24%
1,928
-19
ABBV icon
42
AbbVie
ABBV
$397B
$2.02M 0.24%
8,831
-50
V icon
43
Visa
V
$607B
$2M 0.24%
5,690
-6
SO icon
44
Southern Company
SO
$105B
$1.87M 0.22%
21,420
-29
RF icon
45
Regions Financial
RF
$24.7B
$1.74M 0.21%
64,226
QQQ icon
46
Invesco QQQ Trust
QQQ
$476B
$1.69M 0.2%
+2,758
SPHQ icon
47
Invesco S&P 500 Quality ETF
SPHQ
$19.1B
$1.69M 0.2%
22,476
VTI icon
48
Vanguard Total Stock Market ETF
VTI
$646B
$1.69M 0.2%
5,027
+171
VOO icon
49
Vanguard S&P 500 ETF
VOO
$971B
$1.68M 0.2%
2,686
+9
SCHH icon
50
Schwab US REIT ETF
SCHH
$10.2B
$1.68M 0.2%
80,627
-4,505
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