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

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
UBSI icon
701
United Bankshares
UBSI
$5.48B
$5.03K ﹤0.01%
131
PPA icon
702
Invesco Aerospace & Defense ETF
PPA
$7.99B
$5.01K ﹤0.01%
32
ETHA
703
iShares Ethereum Trust ETF
ETHA
$6.9B
$4.93K ﹤0.01%
220
RGEN icon
704
Repligen
RGEN
$6.41B
$4.92K ﹤0.01%
30
RITM icon
705
Rithm Capital
RITM
$5.34B
$4.91K ﹤0.01%
+450
MDYG icon
706
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.47B
$4.9K ﹤0.01%
53
BBCA icon
707
JPMorgan BetaBuilders Canada ETF
BBCA
$10.2B
$4.84K ﹤0.01%
52
ZTS icon
708
Zoetis
ZTS
$48.7B
$4.79K ﹤0.01%
38
IIPR icon
709
Innovative Industrial Properties
IIPR
$1.49B
$4.74K ﹤0.01%
100
IAT icon
710
iShares US Regional Banks ETF
IAT
$571M
$4.69K ﹤0.01%
85
VEEV icon
711
Veeva Systems
VEEV
$29.7B
$4.69K ﹤0.01%
+21
ABAT icon
712
American Battery Technology Co
ABAT
$450M
$4.68K ﹤0.01%
+1,400
NVO icon
713
Novo Nordisk
NVO
$169B
$4.58K ﹤0.01%
90
CRM icon
714
Salesforce
CRM
$184B
$4.5K ﹤0.01%
17
DOW icon
715
Dow Inc
DOW
$27B
$4.49K ﹤0.01%
192
-742
HIG icon
716
Hartford Financial Services
HIG
$37.1B
$4.41K ﹤0.01%
32
-38
EFV icon
717
iShares MSCI EAFE Value ETF
EFV
$28.9B
$4.29K ﹤0.01%
60
-157
CHRW icon
718
C.H. Robinson
CHRW
$20.4B
$4.28K ﹤0.01%
27
+1
LMND icon
719
Lemonade
LMND
$4.04B
$4.27K ﹤0.01%
+60
CEG icon
720
Constellation Energy
CEG
$109B
$4.24K ﹤0.01%
12
VIS icon
721
Vanguard Industrials ETF
VIS
$7.04B
$4.18K ﹤0.01%
+14
LYV icon
722
Live Nation Entertainment
LYV
$37.6B
$4.13K ﹤0.01%
29
IR icon
723
Ingersoll Rand
IR
$31.8B
$4.12K ﹤0.01%
52
RIOT icon
724
Riot Platforms
RIOT
$5.5B
$4.12K ﹤0.01%
325
-325
BBAX icon
725
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.19B
$4.11K ﹤0.01%
73
27 28
29
30 31