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
MPLX icon
626
MPLX
MPLX
$59.2B
$9.99K ﹤0.01%
+200
SYM icon
627
Symbotic
SYM
$6.36B
$9.97K ﹤0.01%
+185
CODI icon
628
Compass Diversified
CODI
$460M
$9.93K ﹤0.01%
1,500
FCX icon
629
Freeport-McMoran
FCX
$85.1B
$9.8K ﹤0.01%
250
HIX
630
Western Asset High Income Fund II
HIX
$354M
$9.79K ﹤0.01%
2,250
USFD icon
631
US Foods
USFD
$20.4B
$9.73K ﹤0.01%
127
FAST icon
632
Fastenal
FAST
$52B
$9.64K ﹤0.01%
197
+1
GLP icon
633
Global Partners
GLP
$1.61B
$9.6K ﹤0.01%
200
WBD icon
634
Warner Bros
WBD
$68.1B
$9.57K ﹤0.01%
490
+199
BRO icon
635
Brown & Brown
BRO
$23B
$9.38K ﹤0.01%
100
MELI icon
636
Mercado Libre
MELI
$85.2B
$9.35K ﹤0.01%
4
HIG icon
637
Hartford Financial Services
HIG
$37.1B
$9.34K ﹤0.01%
70
ASTS icon
638
AST SpaceMobile
ASTS
$25.5B
$9.33K ﹤0.01%
190
+64
ETD icon
639
Ethan Allen Interiors
ETD
$560M
$9.21K ﹤0.01%
235
+75
DINO icon
640
HF Sinclair
DINO
$10.3B
$9.16K ﹤0.01%
175
CAG icon
641
Conagra Brands
CAG
$7.74B
$9.15K ﹤0.01%
500
+180
HAS icon
642
Hasbro
HAS
$13.4B
$9.1K ﹤0.01%
120
KMI icon
643
Kinder Morgan
KMI
$74.2B
$9.06K ﹤0.01%
320
+236
FLS icon
644
Flowserve
FLS
$9.63B
$9.03K ﹤0.01%
170
THRO
645
iShares U.S. Thematic Rotation Active ETF
THRO
$7.25B
$8.97K ﹤0.01%
+237
CTVA icon
646
Corteva
CTVA
$53.6B
$8.93K ﹤0.01%
132
-18
CFG icon
647
Citizens Financial Group
CFG
$24.2B
$8.72K ﹤0.01%
164
PLXS icon
648
Plexus
PLXS
$5.08B
$8.68K ﹤0.01%
60
UMH
649
UMH Properties
UMH
$1.25B
$8.57K ﹤0.01%
577
+200
INGR icon
650
Ingredion
INGR
$7.01B
$8.55K ﹤0.01%
70