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
$864M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Sells

1 +$6.52M
2 +$4.57M
3 +$2.93M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.9M
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
IR icon
726
Ingersoll Rand
IR
$31.8B
$4.3K ﹤0.01%
52
AZO icon
727
AutoZone
AZO
$59.7B
$4.29K ﹤0.01%
+1
BBAX icon
728
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.19B
$4.11K ﹤0.01%
+73
ALAB icon
729
Astera Labs
ALAB
$20.4B
$4.11K ﹤0.01%
21
CRM icon
730
Salesforce
CRM
$184B
$4.03K ﹤0.01%
17
-18
RGEN icon
731
Repligen
RGEN
$6.41B
$4.01K ﹤0.01%
30
DKS icon
732
Dick's Sporting Goods
DKS
$17.8B
$4K ﹤0.01%
+18
MBB icon
733
iShares MBS ETF
MBB
$38.9B
$4K ﹤0.01%
+42
BINC icon
734
BlackRock Flexible Income ETF
BINC
$17.3B
$3.99K ﹤0.01%
+75
CEG icon
735
Constellation Energy
CEG
$109B
$3.95K ﹤0.01%
12
CCOI icon
736
Cogent Communications
CCOI
$983M
$3.83K ﹤0.01%
+100
WY icon
737
Weyerhaeuser
WY
$16.6B
$3.74K ﹤0.01%
151
+18
NVTS icon
738
Navitas Semiconductor
NVTS
$2.3B
$3.61K ﹤0.01%
+500
AIN icon
739
Albany International
AIN
$1.55B
$3.57K ﹤0.01%
67
CHRW icon
740
C.H. Robinson
CHRW
$20.4B
$3.51K ﹤0.01%
26
DXCM icon
741
DexCom
DXCM
$25.1B
$3.5K ﹤0.01%
52
RBLX icon
742
Roblox
RBLX
$39.9B
$3.46K ﹤0.01%
25
FLJP icon
743
Franklin FTSE Japan ETF
FLJP
$3.18B
$3.46K ﹤0.01%
100
RCI icon
744
Rogers Communications
RCI
$20.9B
$3.45K ﹤0.01%
100
NET icon
745
Cloudflare
NET
$74.7B
$3.43K ﹤0.01%
16
STWD icon
746
Starwood Property Trust
STWD
$6.54B
$3.39K ﹤0.01%
175
ETB
747
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$441M
$3.38K ﹤0.01%
225
ICE icon
748
Intercontinental Exchange
ICE
$90.1B
$3.37K ﹤0.01%
20
-68
CZA icon
749
Invesco Zacks Mid-Cap ETF
CZA
$180M
$3.3K ﹤0.01%
30
VGK icon
750
Vanguard FTSE Europe ETF
VGK
$30.2B
$3.19K ﹤0.01%
40