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

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
EQIX icon
651
Equinix
EQIX
$95.5B
$7.66K ﹤0.01%
+10
CHI
652
Calamos Convertible Opportunities and Income Fund
CHI
$891M
$7.6K ﹤0.01%
725
BBAI icon
653
BigBear.ai
BBAI
$1.93B
$7.56K ﹤0.01%
1,400
+700
HYT icon
654
BlackRock Corporate High Yield Fund
HYT
$1.4B
$7.28K ﹤0.01%
818
BBJP icon
655
JPMorgan BetaBuilders Japan ETF
BBJP
$15B
$7.12K ﹤0.01%
108
FITB
656
Fifth Third Bancorp
FITB
$39.8B
$7.12K ﹤0.01%
152
FEOE
657
First Eagle Overseas Equity ETF
FEOE
$862M
$7.11K ﹤0.01%
147
+143
LPX icon
658
Louisiana-Pacific
LPX
$5.3B
$7.11K ﹤0.01%
88
SSB icon
659
SouthState Bank Corp
SSB
$8.88B
$7.06K ﹤0.01%
+75
RGTI icon
660
Rigetti Computing
RGTI
$5.54B
$7.02K ﹤0.01%
317
+52
C icon
661
Citigroup
C
$187B
$6.77K ﹤0.01%
58
BOTZ icon
662
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.21B
$6.7K ﹤0.01%
185
WPC icon
663
W.P. Carey
WPC
$16.3B
$6.69K ﹤0.01%
104
VPU icon
664
Vanguard Utilities ETF
VPU
$8.76B
$6.66K ﹤0.01%
+36
TFPM icon
665
Triple Flag Precious Metals
TFPM
$7.45B
$6.64K ﹤0.01%
200
ETD icon
666
Ethan Allen Interiors
ETD
$557M
$6.59K ﹤0.01%
235
EBAY icon
667
eBay
EBAY
$40.9B
$6.53K ﹤0.01%
75
VRT icon
668
Vertiv
VRT
$99.8B
$6.49K ﹤0.01%
40
LIT icon
669
Global X Lithium & Battery Tech ETF
LIT
$1.69B
$6.49K ﹤0.01%
100
CBL
670
CBL Properties
CBL
$1.15B
$6.47K ﹤0.01%
175
UMBF icon
671
UMB Financial
UMBF
$8.49B
$6.44K ﹤0.01%
56
TRMK icon
672
Trustmark
TRMK
$2.42B
$6.39K ﹤0.01%
164
PII icon
673
Polaris
PII
$2.91B
$6.34K ﹤0.01%
100
SOLV icon
674
Solventum
SOLV
$11.5B
$6.34K ﹤0.01%
80
CE icon
675
Celanese
CE
$6.56B
$6.3K ﹤0.01%
149