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
$867M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$6.2M
3 +$4.19M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.49M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.86M

Top Sells

1 +$17.2M
2 +$972K
3 +$571K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$487K
5
CAT icon
Caterpillar
CAT
+$455K

Sector Composition

1 Technology 5.21%
2 Financials 2.37%
3 Industrials 2.25%
4 Consumer Discretionary 1.85%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CSX icon
601
CSX Corp
CSX
$84.5B
$12.3K ﹤0.01%
300
PLXS icon
602
Plexus
PLXS
$6.67B
$12.2K ﹤0.01%
60
VBK icon
603
Vanguard Small-Cap Growth ETF
VBK
$22.3B
$12.1K ﹤0.01%
40
CRCL
604
Circle Internet Group
CRCL
$23.6B
$11.9K ﹤0.01%
125
HIG icon
605
Hartford Financial Services
HIG
$37.5B
$11.9K ﹤0.01%
88
+56
VCR icon
606
Vanguard Consumer Discretionary ETF
VCR
$6.11B
$11.8K ﹤0.01%
33
CME icon
607
CME Group
CME
$102B
$11.8K ﹤0.01%
+40
DXCM icon
608
DexCom
DXCM
$23.7B
$11.8K ﹤0.01%
188
+136
LULU icon
609
lululemon athletica
LULU
$17B
$11.6K ﹤0.01%
76
NDAQ icon
610
Nasdaq
NDAQ
$51.4B
$11.5K ﹤0.01%
+136
TRGP icon
611
Targa Resources
TRGP
$51.8B
$11.5K ﹤0.01%
+46
CMCSA icon
612
Comcast
CMCSA
$98.3B
$11.4K ﹤0.01%
398
+369
MPLX icon
613
MPLX
MPLX
$55.4B
$11.4K ﹤0.01%
200
KOMP icon
614
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.63B
$11.4K ﹤0.01%
195
SMCI icon
615
Super Micro Computer
SMCI
$16.7B
$11.4K ﹤0.01%
500
+235
CCI icon
616
Crown Castle
CCI
$36.4B
$11.4K ﹤0.01%
140
VGIT icon
617
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.3B
$11.4K ﹤0.01%
191
-36
IWS icon
618
iShares Russell Mid-Cap Value ETF
IWS
$14.8B
$11.4K ﹤0.01%
78
HPE icon
619
Hewlett Packard
HPE
$38B
$11.3K ﹤0.01%
476
ICF icon
620
iShares Select U.S. REIT ETF
ICF
$2.07B
$11.3K ﹤0.01%
182
RMD icon
621
ResMed
RMD
$32.3B
$11.3K ﹤0.01%
50
HAS icon
622
Hasbro
HAS
$13.4B
$11.2K ﹤0.01%
120
QQQJ icon
623
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$966M
$11.2K ﹤0.01%
309
VALE icon
624
Vale
VALE
$72.8B
$11.1K ﹤0.01%
700
CTVA icon
625
Corteva
CTVA
$53.3B
$11.1K ﹤0.01%
132