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
$864M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Sells

1 +$6.52M
2 +$4.57M
3 +$2.93M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.9M
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
MAN icon
576
ManpowerGroup
MAN
$1.22B
$13.3K ﹤0.01%
+350
STT icon
577
State Street
STT
$34.3B
$13.2K ﹤0.01%
114
DVY icon
578
iShares Select Dividend ETF
DVY
$22.1B
$13.2K ﹤0.01%
93
-30
B
579
Barrick Mining
B
$71.7B
$13.1K ﹤0.01%
400
DISV icon
580
Dimensional International Small Cap Value ETF
DISV
$4.34B
$13.1K ﹤0.01%
+367
DFEV icon
581
Dimensional Emerging Markets Value ETF
DFEV
$1.47B
$12.9K ﹤0.01%
+406
BKH icon
582
Black Hills Corp
BKH
$5.4B
$12.9K ﹤0.01%
+210
DFIS icon
583
Dimensional International Small Cap ETF
DFIS
$5.08B
$12.9K ﹤0.01%
+407
DFIV icon
584
Dimensional International Value ETF
DFIV
$17.5B
$12.9K ﹤0.01%
+279
MRVL icon
585
Marvell Technology
MRVL
$76.1B
$12.8K ﹤0.01%
152
-9
CWST icon
586
Casella Waste Systems
CWST
$5.61B
$12.7K ﹤0.01%
134
SMCI icon
587
Super Micro Computer
SMCI
$18.2B
$12.7K ﹤0.01%
265
+165
PSN icon
588
Parsons
PSN
$6.03B
$12.7K ﹤0.01%
153
DFAI icon
589
Dimensional International Core Equity Market ETF
DFAI
$14.4B
$12.7K ﹤0.01%
+348
FLNG icon
590
FLEX LNG
FLNG
$1.53B
$12.6K ﹤0.01%
500
LRCX icon
591
Lam Research
LRCX
$267B
$12.6K ﹤0.01%
+94
AOR icon
592
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.23B
$12.6K ﹤0.01%
+195
RIOT icon
593
Riot Platforms
RIOT
$5.64B
$12.4K ﹤0.01%
650
HMC icon
594
Honda
HMC
$33.5B
$12.3K ﹤0.01%
400
NIO icon
595
NIO
NIO
$14.6B
$12.3K ﹤0.01%
1,615
ITW icon
596
Illinois Tool Works
ITW
$76.9B
$12.3K ﹤0.01%
47
TSN icon
597
Tyson Foods
TSN
$21.4B
$12.2K ﹤0.01%
225
KOMP icon
598
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.44B
$12.1K ﹤0.01%
195
GPK icon
599
Graphic Packaging
GPK
$2.85B
$12.1K ﹤0.01%
620
ROP icon
600
Roper Technologies
ROP
$35.7B
$12K ﹤0.01%
24