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
XOP icon
701
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.32B
$5.64K ﹤0.01%
+31
CHD icon
702
Church & Dwight Co
CHD
$22.6B
$5.6K ﹤0.01%
60
TREX icon
703
Trex
TREX
$4.41B
$5.57K ﹤0.01%
153
STZ icon
704
Constellation Brands
STZ
$26.7B
$5.56K ﹤0.01%
37
+25
PII icon
705
Polaris
PII
$3.46B
$5.47K ﹤0.01%
100
UBSI icon
706
United Bankshares
UBSI
$6.06B
$5.43K ﹤0.01%
131
PPA icon
707
Invesco Aerospace & Defense ETF
PPA
$7.9B
$5.31K ﹤0.01%
32
EFG icon
708
iShares MSCI EAFE Growth ETF
EFG
$15.1B
$5.24K ﹤0.01%
47
SUSL icon
709
iShares ESG MSCI USA Leaders ETF
SUSL
$1.07B
$5.23K ﹤0.01%
46
SOLV icon
710
Solventum
SOLV
$12.1B
$5.22K ﹤0.01%
80
WCC icon
711
WESCO International
WCC
$15.4B
$5.2K ﹤0.01%
+19
STCE icon
712
Schwab Crypto Thematic ETF
STCE
$275M
$5.2K ﹤0.01%
100
MDYG icon
713
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.69B
$5.09K ﹤0.01%
53
BILZ icon
714
PIMCO Ultra Short Government Active ETF
BILZ
$898M
$5.05K ﹤0.01%
+50
IIPR icon
715
Innovative Industrial Properties
IIPR
$1.59B
$5.02K ﹤0.01%
100
BSM icon
716
Black Stone Minerals
BSM
$3.04B
$4.99K ﹤0.01%
+330
BBAI icon
717
BigBear.ai
BBAI
$1.78B
$4.93K ﹤0.01%
1,400
TRFK icon
718
Pacer Data and Digital Revolution ETF
TRFK
$601M
$4.92K ﹤0.01%
+79
BBCA icon
719
JPMorgan BetaBuilders Canada ETF
BBCA
$10.6B
$4.89K ﹤0.01%
52
ADSK icon
720
Autodesk
ADSK
$49.6B
$4.79K ﹤0.01%
20
-104
CNRG icon
721
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$219M
$4.79K ﹤0.01%
+53
AES icon
722
AES
AES
$10.3B
$4.73K ﹤0.01%
+336
SMOG icon
723
VanEck Low Carbon Energy ETF
SMOG
$149M
$4.72K ﹤0.01%
+34
IRDM icon
724
Iridium Communications
IRDM
$3.95B
$4.72K ﹤0.01%
170
AX icon
725
Axos Financial
AX
$5.58B
$4.68K ﹤0.01%
+55