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
949
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.47M
3
+$601K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$580K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$352K

Top Sells

1
+$6.77M
2
+$4.79M
3
+$2.99M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.97M
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
BAI
701
iShares A.I. Innovation and Tech Active ETF
BAI
$7.44B
$5.29K ﹤0.01%
+155
CLF icon
702
Cleveland-Cliffs
CLF
$7.37B
$5.18K ﹤0.01%
425
MRNA icon
703
Moderna
MRNA
$11.9B
$5.17K ﹤0.01%
200
GT icon
704
Goodyear
GT
$2.54B
$5.16K ﹤0.01%
690
+125
VAW icon
705
Vanguard Materials ETF
VAW
$2.83B
$5.12K ﹤0.01%
+25
XBI icon
706
State Street SPDR S&P Biotech ETF
XBI
$7.83B
$5.01K ﹤0.01%
50
BAH icon
707
Booz Allen Hamilton
BAH
$10.5B
$5K ﹤0.01%
50
NVO icon
708
Novo Nordisk
NVO
$212B
$5K ﹤0.01%
90
PPA icon
709
Invesco Aerospace & Defense ETF
PPA
$6.55B
$4.98K ﹤0.01%
32
SPMO icon
710
Invesco S&P 500 Momentum ETF
SPMO
$12.8B
$4.96K ﹤0.01%
+41
ADI icon
711
Analog Devices
ADI
$133B
$4.91K ﹤0.01%
+20
SLB icon
712
SLB Ltd
SLB
$57.6B
$4.88K ﹤0.01%
142
UBSI icon
713
United Bankshares
UBSI
$5.61B
$4.88K ﹤0.01%
131
MDYG icon
714
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.43B
$4.85K ﹤0.01%
53
UA icon
715
Under Armour Class C
UA
$1.75B
$4.83K ﹤0.01%
1,000
-2,914
LYV icon
716
Live Nation Entertainment
LYV
$31.7B
$4.74K ﹤0.01%
29
BBAI icon
717
BigBear.ai
BBAI
$2.37B
$4.56K ﹤0.01%
700
BAX icon
718
Baxter International
BAX
$9.92B
$4.55K ﹤0.01%
200
AESI icon
719
Atlas Energy Solutions
AESI
$1.2B
$4.55K ﹤0.01%
400
PRFZ icon
720
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.62B
$4.54K ﹤0.01%
100
BBCA icon
721
JPMorgan BetaBuilders Canada ETF
BBCA
$9.36B
$4.54K ﹤0.01%
+52
IAT icon
722
iShares US Regional Banks ETF
IAT
$584M
$4.47K ﹤0.01%
85
PGR icon
723
Progressive
PGR
$133B
$4.45K ﹤0.01%
18
-16
PAYX icon
724
Paychex
PAYX
$42B
$4.34K ﹤0.01%
34
IDV icon
725
iShares International Select Dividend ETF
IDV
$6.46B
$4.31K ﹤0.01%
118
-715
27 28
29
30 31