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
COIN icon
626
Coinbase
COIN
$51.9B
$11K ﹤0.01%
63
TMUS icon
627
T-Mobile US
TMUS
$201B
$11K ﹤0.01%
52
SMG icon
628
ScottsMiracle-Gro
SMG
$3.93B
$10.9K ﹤0.01%
180
CHWY icon
629
Chewy
CHWY
$10.5B
$10.8K ﹤0.01%
400
+50
WHR icon
630
Whirlpool
WHR
$3.59B
$10.8K ﹤0.01%
200
STLA icon
631
Stellantis
STLA
$23.2B
$10.6K ﹤0.01%
1,500
CWST icon
632
Casella Waste Systems
CWST
$4.88B
$10.6K ﹤0.01%
134
C icon
633
Citigroup
C
$220B
$10.5K ﹤0.01%
93
+35
USIG icon
634
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17B
$10.5K ﹤0.01%
204
-108
PBR icon
635
Petrobras
PBR
$135B
$10.4K ﹤0.01%
500
MAN icon
636
ManpowerGroup
MAN
$1.39B
$10.3K ﹤0.01%
350
ARES icon
637
Ares Management
ARES
$25.3B
$10.3K ﹤0.01%
+94
TOL icon
638
Toll Brothers
TOL
$14B
$10.2K ﹤0.01%
75
OKLO
639
Oklo
OKLO
$13.2B
$10.2K ﹤0.01%
205
+68
MRNA icon
640
Moderna
MRNA
$19.3B
$10.2K ﹤0.01%
200
VRT icon
641
Vertiv
VRT
$124B
$10K ﹤0.01%
40
AVB icon
642
AvalonBay Communities
AVB
$24.2B
$9.96K ﹤0.01%
+61
MWH
643
SOLV Energy Inc
MWH
$7.69B
$9.91K ﹤0.01%
+330
HXL icon
644
Hexcel
HXL
$6.96B
$9.87K ﹤0.01%
122
CFG icon
645
Citizens Financial Group
CFG
$27.6B
$9.84K ﹤0.01%
164
CE icon
646
Celanese
CE
$7.29B
$9.8K ﹤0.01%
149
BDX icon
647
Becton Dickinson
BDX
$42.7B
$9.75K ﹤0.01%
62
NIO icon
648
NIO
NIO
$15.6B
$9.74K ﹤0.01%
1,615
HMC icon
649
Honda
HMC
$31.6B
$9.72K ﹤0.01%
400
RBA icon
650
RB Global
RBA
$20B
$9.59K ﹤0.01%
100