HWA

HHM Wealth Advisors Portfolio holdings

AUM $864M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
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
KEY icon
551
KeyCorp
KEY
$22.4B
$15K ﹤0.01%
800
COWG icon
552
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.44B
$14.9K ﹤0.01%
410
-121
PSEC icon
553
Prospect Capital
PSEC
$1.22B
$14.8K ﹤0.01%
5,372
NOW icon
554
ServiceNow
NOW
$159B
$14.7K ﹤0.01%
16
-6
EFV icon
555
iShares MSCI EAFE Value ETF
EFV
$27.9B
$14.7K ﹤0.01%
217
+157
CUBE icon
556
CubeSmart
CUBE
$8.3B
$14.6K ﹤0.01%
360
-627
FIG
557
Figma
FIG
$17.3B
$14.5K ﹤0.01%
+280
OXY icon
558
Occidental Petroleum
OXY
$39.4B
$14.5K ﹤0.01%
307
-162
IONQ icon
559
IonQ
IONQ
$16.2B
$14.5K ﹤0.01%
235
TRP icon
560
TC Energy
TRP
$56.7B
$14.4K ﹤0.01%
264
IHI icon
561
iShares US Medical Devices ETF
IHI
$4.19B
$14.3K ﹤0.01%
238
+1
CHWY icon
562
Chewy
CHWY
$14B
$14.2K ﹤0.01%
350
+300
FSLR icon
563
First Solar
FSLR
$27.5B
$14.1K ﹤0.01%
64
XLP icon
564
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$14K ﹤0.01%
179
PFG icon
565
Principal Financial Group
PFG
$20B
$14K ﹤0.01%
169
TPL icon
566
Texas Pacific Land
TPL
$19.1B
$14K ﹤0.01%
15
-1
GSSC icon
567
GS ActiveBeta US Small Cap Equity ETF
GSSC
$744M
$13.9K ﹤0.01%
186
-10
BUD icon
568
AB InBev
BUD
$126B
$13.7K ﹤0.01%
230
IAI icon
569
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.54B
$13.6K ﹤0.01%
77
IBTH icon
570
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.85B
$13.5K ﹤0.01%
601
IBTG icon
571
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.23B
$13.5K ﹤0.01%
589
CCI icon
572
Crown Castle
CCI
$38.6B
$13.5K ﹤0.01%
140
SMFG icon
573
Sumitomo Mitsui Financial
SMFG
$126B
$13.5K ﹤0.01%
806
QTUM icon
574
Defiance Quantum ETF
QTUM
$3.11B
$13.5K ﹤0.01%
128
+3
DFAE icon
575
Dimensional Emerging Core Equity Market ETF
DFAE
$7.2B
$13.3K ﹤0.01%
+421
21 22
23
24 25