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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
$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

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
ELV icon
601
Elevance Health
ELV
$86.7B
$10.9K ﹤0.01%
31
ICF icon
602
iShares Select U.S. REIT ETF
ICF
$2.09B
$10.9K ﹤0.01%
182
ROP icon
603
Roper Technologies
ROP
$33.6B
$10.7K ﹤0.01%
24
MPLX icon
604
MPLX
MPLX
$57.3B
$10.7K ﹤0.01%
200
PECO icon
605
Phillips Edison & Co
PECO
$5.24B
$10.7K ﹤0.01%
300
-450
BP icon
606
BP
BP
$110B
$10.6K ﹤0.01%
306
TMUS icon
607
T-Mobile US
TMUS
$201B
$10.6K ﹤0.01%
52
-52
IONQ icon
608
IonQ
IONQ
$21.6B
$10.5K ﹤0.01%
235
SMG icon
609
ScottsMiracle-Gro
SMG
$3.45B
$10.5K ﹤0.01%
180
FIG
610
Figma
FIG
$10.2B
$10.5K ﹤0.01%
280
FSLR icon
611
First Solar
FSLR
$29.1B
$10.4K ﹤0.01%
40
-24
MAN icon
612
ManpowerGroup
MAN
$1.54B
$10.4K ﹤0.01%
350
FNV icon
613
Franco-Nevada
FNV
$40.1B
$10.4K ﹤0.01%
50
RBA icon
614
RB Global
RBA
$19.7B
$10.3K ﹤0.01%
100
TRV icon
615
Travelers Companies
TRV
$64.6B
$10.2K ﹤0.01%
+35
TOL icon
616
Toll Brothers
TOL
$13B
$10.1K ﹤0.01%
75
SOUN icon
617
SoundHound AI
SOUN
$3.03B
$9.97K ﹤0.01%
+1,000
CRCL
618
Circle Internet Group
CRCL
$20.5B
$9.91K ﹤0.01%
125
-355
PHK
619
PIMCO High Income Fund
PHK
$841M
$9.85K ﹤0.01%
2,027
HAS icon
620
Hasbro
HAS
$11.9B
$9.84K ﹤0.01%
120
OKLO
621
Oklo
OKLO
$10.1B
$9.83K ﹤0.01%
137
-97
AIR icon
622
AAR Corp
AIR
$5.06B
$9.6K ﹤0.01%
116
CFG icon
623
Citizens Financial Group
CFG
$27.5B
$9.58K ﹤0.01%
164
PSN icon
624
Parsons
PSN
$6.04B
$9.46K ﹤0.01%
153
HIX
625
Western Asset High Income Fund II
HIX
$353M
$9.36K ﹤0.01%
2,250