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
GPK icon
626
Graphic Packaging
GPK
$2.92B
$9.34K ﹤0.01%
620
UMH
627
UMH Properties
UMH
$1.27B
$9.18K ﹤0.01%
577
VALE icon
628
Vale
VALE
$64.5B
$9.12K ﹤0.01%
+700
HXL icon
629
Hexcel
HXL
$6.34B
$9.02K ﹤0.01%
122
LIN icon
630
Linde
LIN
$231B
$8.96K ﹤0.01%
21
-730
VONG icon
631
Vanguard Russell 1000 Growth ETF
VONG
$38.3B
$8.89K ﹤0.01%
73
+21
CTVA icon
632
Corteva
CTVA
$53.7B
$8.85K ﹤0.01%
132
PLXS icon
633
Plexus
PLXS
$5.13B
$8.82K ﹤0.01%
60
MSI icon
634
Motorola Solutions
MSI
$77.7B
$8.82K ﹤0.01%
23
KMI icon
635
Kinder Morgan
KMI
$74.1B
$8.8K ﹤0.01%
320
DG icon
636
Dollar General
DG
$29.6B
$8.77K ﹤0.01%
66
-400
CAG icon
637
Conagra Brands
CAG
$7.91B
$8.65K ﹤0.01%
500
KMB icon
638
Kimberly-Clark
KMB
$32.9B
$8.47K ﹤0.01%
84
-119
GLP icon
639
Global Partners
GLP
$1.59B
$8.37K ﹤0.01%
200
ROL icon
640
Rollins
ROL
$27.1B
$8.28K ﹤0.01%
+138
NIO icon
641
NIO
NIO
$14.4B
$8.24K ﹤0.01%
1,615
EAD
642
Allspring Income Opportunities Fund
EAD
$388M
$8.2K ﹤0.01%
1,210
HOG icon
643
Harley-Davidson
HOG
$1.97B
$8.2K ﹤0.01%
400
+200
FAST icon
644
Fastenal
FAST
$52.3B
$7.93K ﹤0.01%
198
+1
MDY icon
645
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24B
$7.84K ﹤0.01%
13
SPIP icon
646
State Street SPDR Portfolio TIPS ETF
SPIP
$996M
$7.79K ﹤0.01%
300
SMCI icon
647
Super Micro Computer
SMCI
$18.5B
$7.76K ﹤0.01%
265
INGR icon
648
Ingredion
INGR
$7.06B
$7.72K ﹤0.01%
70
GLDM icon
649
SPDR Gold MiniShares Trust
GLDM
$33.1B
$7.68K ﹤0.01%
+90
MNST icon
650
Monster Beverage
MNST
$75.9B
$7.67K ﹤0.01%
100
24 25
26
27 28