HWA

HHM Wealth Advisors Portfolio holdings

AUM $864M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
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
950
New
Increased
Reduced
Closed

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
EAD
651
Allspring Income Opportunities Fund
EAD
$410M
$8.48K ﹤0.01%
1,210
NMAX
652
Newsmax Inc
NMAX
$1.29B
$8.39K ﹤0.01%
+677
CTRA icon
653
Coterra Energy
CTRA
$18.1B
$8.17K ﹤0.01%
345
MGC icon
654
Vanguard Mega Cap 300 Index ETF
MGC
$8.46B
$8.05K ﹤0.01%
+33
FORM icon
655
FormFactor
FORM
$4.24B
$8.05K ﹤0.01%
221
TREX icon
656
Trex
TREX
$5.18B
$7.91K ﹤0.01%
153
RGTI icon
657
Rigetti Computing
RGTI
$14.4B
$7.89K ﹤0.01%
265
SPIP icon
658
State Street SPDR Portfolio TIPS ETF
SPIP
$986M
$7.89K ﹤0.01%
300
STCE icon
659
Schwab Crypto Thematic ETF
STCE
$343M
$7.86K ﹤0.01%
100
CHI
660
Calamos Convertible Opportunities and Income Fund
CHI
$887M
$7.82K ﹤0.01%
725
LPX icon
661
Louisiana-Pacific
LPX
$6.07B
$7.82K ﹤0.01%
88
HYT icon
662
BlackRock Corporate High Yield Fund
HYT
$1.52B
$7.77K ﹤0.01%
818
MDY icon
663
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
$7.75K ﹤0.01%
13
HXL icon
664
Hexcel
HXL
$5.68B
$7.65K ﹤0.01%
122
GDX icon
665
VanEck Gold Miners ETF
GDX
$20.9B
$7.64K ﹤0.01%
100
BBJP icon
666
JPMorgan BetaBuilders Japan ETF
BBJP
$14.6B
$7.16K ﹤0.01%
+108
WPC icon
667
W.P. Carey
WPC
$14.5B
$7.03K ﹤0.01%
104
ETHA
668
iShares Ethereum Trust ETF
ETHA
$2.25B
$6.93K ﹤0.01%
+220
MPW icon
669
Medical Properties Trust
MPW
$3.11B
$6.84K ﹤0.01%
1,350
EBAY icon
670
eBay
EBAY
$36.8B
$6.82K ﹤0.01%
75
-21
FITB icon
671
Fifth Third Bancorp
FITB
$27.5B
$6.77K ﹤0.01%
152
WDAY icon
672
Workday
WDAY
$64.1B
$6.74K ﹤0.01%
28
-8
MNST icon
673
Monster Beverage
MNST
$65.3B
$6.73K ﹤0.01%
100
UMBF icon
674
UMB Financial
UMBF
$8.12B
$6.63K ﹤0.01%
56
BOTZ icon
675
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.19B
$6.55K ﹤0.01%
185