HWA

HHM Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$841M
AUM Growth
+$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1 +$31.1M
2 +$6.47M
3 +$5.68M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.67M
5
UNM icon
Unum
UNM
+$2.17M

Top Sells

1 +$1.02M
2 +$750K
3 +$430K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$426K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$336K

Sector Composition

1 Technology 5.91%
2 Financials 2.62%
3 Consumer Discretionary 2.29%
4 Industrials 2.09%
5 Healthcare 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IWP icon
501
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$20.8K ﹤0.01%
150
HOOD icon
502
Robinhood
HOOD
$129B
$20.7K ﹤0.01%
221
COIN icon
503
Coinbase
COIN
$90.1B
$20.7K ﹤0.01%
59
FANG icon
504
Diamondback Energy
FANG
$41.1B
$20.6K ﹤0.01%
150
ULTA icon
505
Ulta Beauty
ULTA
$23.2B
$20.6K ﹤0.01%
44
TSM icon
506
TSMC
TSM
$1.59T
$20.4K ﹤0.01%
90
+13
DSGX icon
507
Descartes Systems
DSGX
$8.14B
$20.3K ﹤0.01%
200
NOBL icon
508
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$20.1K ﹤0.01%
200
SPPP
509
Sprott Physical Platinum and Palladium Trust
SPPP
$449M
$19.9K ﹤0.01%
+1,700
OXY icon
510
Occidental Petroleum
OXY
$40.2B
$19.7K ﹤0.01%
469
-29
IEMG icon
511
iShares Core MSCI Emerging Markets ETF
IEMG
$116B
$19.7K ﹤0.01%
328
+141
LAZ icon
512
Lazard
LAZ
$4.57B
$19.7K ﹤0.01%
410
HBAN icon
513
Huntington Bancshares
HBAN
$22.5B
$19.6K ﹤0.01%
1,169
+530
CNQ icon
514
Canadian Natural Resources
CNQ
$65.4B
$19.5K ﹤0.01%
620
FVD icon
515
First Trust Value Line Dividend Fund
FVD
$8.97B
$19.4K ﹤0.01%
435
APP icon
516
Applovin
APP
$212B
$19.3K ﹤0.01%
55
RSHO icon
517
Tema American Reshoring ETF
RSHO
$178M
$19.2K ﹤0.01%
490
SYF icon
518
Synchrony
SYF
$26.8B
$19.1K ﹤0.01%
286
PONY
519
Pony AI Inc
PONY
$7.76B
$18.9K ﹤0.01%
+1,430
COP icon
520
ConocoPhillips
COP
$109B
$18.8K ﹤0.01%
210
HLI icon
521
Houlihan Lokey
HLI
$14.1B
$18.7K ﹤0.01%
104
COWG icon
522
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.54B
$18.6K ﹤0.01%
531
+56
INCY icon
523
Incyte
INCY
$18.2B
$18.5K ﹤0.01%
271
+254
VSCO icon
524
Victoria's Secret
VSCO
$2.89B
$18.3K ﹤0.01%
986
FTXN icon
525
First Trust Nasdaq Oil & Gas ETF
FTXN
$113M
$18.1K ﹤0.01%
666