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

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
IR icon
726
Ingersoll Rand
IR
$31.6B
$4.3K ﹤0.01%
52
AZO icon
727
AutoZone
AZO
$56.7B
$4.29K ﹤0.01%
+1
BBAX icon
728
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.56B
$4.11K ﹤0.01%
+73
ALAB icon
729
Astera Labs
ALAB
$24B
$4.11K ﹤0.01%
21
CRM icon
730
Salesforce
CRM
$239B
$4.03K ﹤0.01%
17
-18
RGEN icon
731
Repligen
RGEN
$8.89B
$4.01K ﹤0.01%
30
DKS icon
732
Dick's Sporting Goods
DKS
$18.9B
$4K ﹤0.01%
+18
MBB icon
733
iShares MBS ETF
MBB
$39B
$4K ﹤0.01%
+42
BINC icon
734
BlackRock Flexible Income ETF
BINC
$14.6B
$3.99K ﹤0.01%
+75
CEG icon
735
Constellation Energy
CEG
$113B
$3.95K ﹤0.01%
12
CCOI icon
736
Cogent Communications
CCOI
$1.13B
$3.83K ﹤0.01%
+100
WY icon
737
Weyerhaeuser
WY
$16.7B
$3.74K ﹤0.01%
151
+18
NVTS icon
738
Navitas Semiconductor
NVTS
$1.81B
$3.61K ﹤0.01%
+500
AIN icon
739
Albany International
AIN
$1.44B
$3.57K ﹤0.01%
67
CHRW icon
740
C.H. Robinson
CHRW
$18.7B
$3.51K ﹤0.01%
26
DXCM icon
741
DexCom
DXCM
$25.8B
$3.5K ﹤0.01%
52
RBLX icon
742
Roblox
RBLX
$60.9B
$3.46K ﹤0.01%
25
FLJP icon
743
Franklin FTSE Japan ETF
FLJP
$2.62B
$3.46K ﹤0.01%
100
RCI icon
744
Rogers Communications
RCI
$19.9B
$3.45K ﹤0.01%
100
NET icon
745
Cloudflare
NET
$69.2B
$3.43K ﹤0.01%
16
STWD icon
746
Starwood Property Trust
STWD
$6.79B
$3.39K ﹤0.01%
175
ETB
747
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$440M
$3.38K ﹤0.01%
225
ICE icon
748
Intercontinental Exchange
ICE
$91.7B
$3.37K ﹤0.01%
20
-68
CZA icon
749
Invesco Zacks Mid-Cap ETF
CZA
$186M
$3.3K ﹤0.01%
30
VGK icon
750
Vanguard FTSE Europe ETF
VGK
$29B
$3.19K ﹤0.01%
40