HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
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
WHR icon
551
Whirlpool
WHR
$3.7B
$14.4K ﹤0.01%
200
COIN icon
552
Coinbase
COIN
$52.1B
$14.2K ﹤0.01%
63
-521
WEST icon
553
Westrock Coffee
WEST
$381M
$14.2K ﹤0.01%
3,500
-9,580
DISV icon
554
Dimensional International Small Cap Value ETF
DISV
$4.34B
$13.9K ﹤0.01%
367
DFIV icon
555
Dimensional International Value ETF
DFIV
$17.5B
$13.9K ﹤0.01%
279
PSEC icon
556
Prospect Capital
PSEC
$1.27B
$13.9K ﹤0.01%
5,372
XLP icon
557
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.7B
$13.9K ﹤0.01%
179
IAI icon
558
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.58B
$13.8K ﹤0.01%
77
WBD icon
559
Warner Bros
WBD
$67.4B
$13.7K ﹤0.01%
476
-14
DFAE icon
560
Dimensional Emerging Core Equity Market ETF
DFAE
$8B
$13.7K ﹤0.01%
421
DFEV icon
561
Dimensional Emerging Markets Value ETF
DFEV
$1.47B
$13.7K ﹤0.01%
406
IWP icon
562
iShares Russell Mid-Cap Growth ETF
IWP
$19B
$13.7K ﹤0.01%
100
-50
VGIT icon
563
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.6B
$13.6K ﹤0.01%
227
+120
IBTH icon
564
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.07B
$13.5K ﹤0.01%
601
IBTG icon
565
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.36B
$13.5K ﹤0.01%
589
DFIS icon
566
Dimensional International Small Cap ETF
DFIS
$5.08B
$13.4K ﹤0.01%
407
DFAI icon
567
Dimensional International Core Equity Market ETF
DFAI
$14.4B
$13.3K ﹤0.01%
348
TSN icon
568
Tyson Foods
TSN
$21.4B
$13.2K ﹤0.01%
225
DVY icon
569
iShares Select Dividend ETF
DVY
$22.1B
$13.1K ﹤0.01%
93
CWST icon
570
Casella Waste Systems
CWST
$5.6B
$13.1K ﹤0.01%
134
VCR icon
571
Vanguard Consumer Discretionary ETF
VCR
$5.76B
$13K ﹤0.01%
+33
CUBE icon
572
CubeSmart
CUBE
$8.75B
$13K ﹤0.01%
360
ZBH icon
573
Zimmer Biomet
ZBH
$18.2B
$12.9K ﹤0.01%
144
-17
TPL icon
574
Texas Pacific Land
TPL
$36.1B
$12.9K ﹤0.01%
45
RAL
575
Ralliant Corp
RAL
$4.79B
$12.7K ﹤0.01%
250
21 22
23
24 25