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
ETD icon
726
Ethan Allen Interiors
ETD
$575M
$4.67K ﹤0.01%
235
IAT icon
727
iShares US Regional Banks ETF
IAT
$620M
$4.58K ﹤0.01%
85
SMR icon
728
NuScale Power
SMR
$4.1B
$4.52K ﹤0.01%
417
SETM icon
729
Sprott Energy Transition Materials ETF
SETM
$620M
$4.47K ﹤0.01%
135
EFV icon
730
iShares MSCI EAFE Value ETF
EFV
$29.5B
$4.46K ﹤0.01%
60
RGTI icon
731
Rigetti Computing
RGTI
$5.62B
$4.45K ﹤0.01%
317
CHRW icon
732
C.H. Robinson
CHRW
$22.2B
$4.43K ﹤0.01%
27
AMG icon
733
Affiliated Managers Group
AMG
$7.74B
$4.43K ﹤0.01%
+16
LYV icon
734
Live Nation Entertainment
LYV
$36.8B
$4.42K ﹤0.01%
29
NVTS icon
735
Navitas Semiconductor
NVTS
$4.22B
$4.38K ﹤0.01%
500
VIS icon
736
Vanguard Industrials ETF
VIS
$7.62B
$4.37K ﹤0.01%
14
BBAX icon
737
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.33B
$4.34K ﹤0.01%
73
LEU icon
738
Centrus Energy
LEU
$4.37B
$4.34K ﹤0.01%
+25
RITM icon
739
Rithm Capital
RITM
$5.65B
$4.27K ﹤0.01%
450
PEGA icon
740
Pegasystems
PEGA
$6.16B
$4.26K ﹤0.01%
100
NLY icon
741
Annaly Capital Management
NLY
$16.7B
$4.23K ﹤0.01%
+200
IPGP icon
742
IPG Photonics
IPGP
$4.95B
$4.01K ﹤0.01%
35
ZBH icon
743
Zimmer Biomet
ZBH
$17.9B
$3.98K ﹤0.01%
44
-100
IDNA icon
744
iShares Genomics Immunology and Healthcare ETF
IDNA
$160M
$3.92K ﹤0.01%
135
ABAT icon
745
American Battery Technology Co
ABAT
$436M
$3.91K ﹤0.01%
1,400
RCI icon
746
Rogers Communications
RCI
$19.7B
$3.85K ﹤0.01%
100
UFO icon
747
Procure Space ETF
UFO
$710M
$3.81K ﹤0.01%
+85
LMND icon
748
Lemonade
LMND
$5.04B
$3.76K ﹤0.01%
60
GRNY
749
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.36B
$3.63K ﹤0.01%
152
FLJP icon
750
Franklin FTSE Japan ETF
FLJP
$3.44B
$3.62K ﹤0.01%
100