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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
$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

Top Sells

1
+$4.35M
2
+$4.31M
3
+$1.87M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.6M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.47M

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
PH icon
676
Parker-Hannifin
PH
$110B
$6.15K ﹤0.01%
7
FLOT icon
677
iShares Floating Rate Bond ETF
FLOT
$9.58B
$6.1K ﹤0.01%
120
XBI icon
678
State Street SPDR S&P Biotech ETF
XBI
$8.03B
$6.1K ﹤0.01%
50
PGX icon
679
Invesco Preferred ETF
PGX
$3.82B
$6.07K ﹤0.01%
540
GT icon
680
Goodyear
GT
$1.72B
$6.04K ﹤0.01%
690
WMB icon
681
Williams Companies
WMB
$88.4B
$6.01K ﹤0.01%
100
-161
STCE icon
682
Schwab Crypto Thematic ETF
STCE
$311M
$6K ﹤0.01%
100
RDDT icon
683
Reddit
RDDT
$33.4B
$5.98K ﹤0.01%
+26
PEGA icon
684
Pegasystems
PEGA
$5.5B
$5.97K ﹤0.01%
100
IXJ icon
685
iShares Global Healthcare ETF
IXJ
$3.74B
$5.94K ﹤0.01%
+61
PBR icon
686
Petrobras
PBR
$118B
$5.92K ﹤0.01%
500
SMR icon
687
NuScale Power
SMR
$3.31B
$5.91K ﹤0.01%
417
MRNA icon
688
Moderna
MRNA
$19.7B
$5.9K ﹤0.01%
200
CIM
689
Chimera Investment
CIM
$1.11B
$5.79K ﹤0.01%
466
MICC
690
The Magnum Ice Cream Company N.V.
MICC
$11B
$5.72K ﹤0.01%
+361
CLF icon
691
Cleveland-Cliffs
CLF
$7.82B
$5.64K ﹤0.01%
425
SUSL icon
692
iShares ESG MSCI USA Leaders ETF
SUSL
$1.12B
$5.58K ﹤0.01%
46
-91
DUSB icon
693
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.1B
$5.52K ﹤0.01%
109
SLB icon
694
SLB Ltd
SLB
$83.7B
$5.45K ﹤0.01%
142
ADI icon
695
Analog Devices
ADI
$201B
$5.42K ﹤0.01%
20
TREX icon
696
Trex
TREX
$4.45B
$5.37K ﹤0.01%
153
EFG icon
697
iShares MSCI EAFE Growth ETF
EFG
$16.5B
$5.36K ﹤0.01%
+47
NMAX
698
Newsmax Inc
NMAX
$1.16B
$5.23K ﹤0.01%
676
-1
VAW icon
699
Vanguard Materials ETF
VAW
$3.04B
$5.19K ﹤0.01%
25
CHD icon
700
Church & Dwight Co
CHD
$23.3B
$5.03K ﹤0.01%
+60
26 27
28
29 30