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
SLB icon
676
SLB Ltd
SLB
$82.9B
$7.25K ﹤0.01%
141
-1
MP icon
677
MP Materials
MP
$11.5B
$7.24K ﹤0.01%
150
+123
VPU icon
678
Vanguard Utilities ETF
VPU
$8.79B
$7.13K ﹤0.01%
36
WPC icon
679
W.P. Carey
WPC
$15.9B
$7.07K ﹤0.01%
104
FITB
680
Fifth Third Bancorp
FITB
$45.6B
$7.06K ﹤0.01%
152
HYT icon
681
BlackRock Corporate High Yield Fund
HYT
$1.4B
$6.97K ﹤0.01%
818
TFPM icon
682
Triple Flag Precious Metals
TFPM
$6.94B
$6.94K ﹤0.01%
200
TRMK icon
683
Trustmark
TRMK
$2.65B
$6.91K ﹤0.01%
164
SOUN icon
684
SoundHound AI
SOUN
$3.48B
$6.87K ﹤0.01%
1,000
EBAY icon
685
eBay
EBAY
$44.9B
$6.83K ﹤0.01%
75
IONQ icon
686
IonQ
IONQ
$16.1B
$6.78K ﹤0.01%
235
CBL
687
CBL Properties
CBL
$1.4B
$6.73K ﹤0.01%
175
VMBS icon
688
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$6.57K ﹤0.01%
+140
XBI icon
689
State Street SPDR S&P Biotech ETF
XBI
$8.48B
$6.39K ﹤0.01%
50
ADI icon
690
Analog Devices
ADI
$192B
$6.36K ﹤0.01%
20
PH icon
691
Parker-Hannifin
PH
$123B
$6.27K ﹤0.01%
7
GPK icon
692
Graphic Packaging
GPK
$2.84B
$6.16K ﹤0.01%
620
BOTZ icon
693
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.48B
$6.15K ﹤0.01%
185
FLOT icon
694
iShares Floating Rate Bond ETF
FLOT
$9.27B
$6.11K ﹤0.01%
120
WWD icon
695
Woodward
WWD
$21.9B
$6.08K ﹤0.01%
+17
PL icon
696
Planet Labs
PL
$12.3B
$6.01K ﹤0.01%
+215
PGX icon
697
Invesco Preferred ETF
PGX
$3.92B
$5.88K ﹤0.01%
540
CIM
698
Chimera Investment
CIM
$1.15B
$5.85K ﹤0.01%
466
EQWL icon
699
Invesco S&P 100 Equal Weight ETF
EQWL
$2.44B
$5.76K ﹤0.01%
+50
IXJ icon
700
iShares Global Healthcare ETF
IXJ
$3.57B
$5.71K ﹤0.01%
61