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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
$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
PGR icon
726
Progressive
PGR
$119B
$4.1K ﹤0.01%
18
ALLY icon
727
Ally Financial
ALLY
$12.8B
$4.08K ﹤0.01%
+90
SETM icon
728
Sprott Energy Transition Materials ETF
SETM
$610M
$3.91K ﹤0.01%
+135
PAYX icon
729
Paychex
PAYX
$36.2B
$3.88K ﹤0.01%
35
+1
BAX icon
730
Baxter International
BAX
$10.5B
$3.82K ﹤0.01%
200
VGSH icon
731
Vanguard Short-Term Treasury ETF
VGSH
$29.4B
$3.82K ﹤0.01%
+65
RCI icon
732
Rogers Communications
RCI
$20.9B
$3.77K ﹤0.01%
100
GRNY
733
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.29B
$3.76K ﹤0.01%
+152
KHC icon
734
Kraft Heinz
KHC
$28.7B
$3.64K ﹤0.01%
150
+50
NVTS icon
735
Navitas Semiconductor
NVTS
$5.34B
$3.57K ﹤0.01%
500
DKS icon
736
Dick's Sporting Goods
DKS
$19.2B
$3.56K ﹤0.01%
18
IDNA icon
737
iShares Genomics Immunology and Healthcare ETF
IDNA
$162M
$3.54K ﹤0.01%
135
ALAB icon
738
Astera Labs
ALAB
$63B
$3.49K ﹤0.01%
21
DXCM icon
739
DexCom
DXCM
$28.9B
$3.45K ﹤0.01%
52
FLJP icon
740
Franklin FTSE Japan ETF
FLJP
$3.73B
$3.44K ﹤0.01%
100
ETB
741
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$442M
$3.44K ﹤0.01%
225
AIN icon
742
Albany International
AIN
$1.92B
$3.4K ﹤0.01%
67
AZO icon
743
AutoZone
AZO
$50.9B
$3.39K ﹤0.01%
1
SHEL icon
744
Shell
SHEL
$238B
$3.38K ﹤0.01%
46
-325
CZA icon
745
Invesco Zacks Mid-Cap ETF
CZA
$185M
$3.33K ﹤0.01%
30
MCHP icon
746
Microchip Technology
MCHP
$50.4B
$3.31K ﹤0.01%
52
-445
IDR icon
747
Idaho Strategic Resources
IDR
$502M
$3.27K ﹤0.01%
81
ICE icon
748
Intercontinental Exchange
ICE
$79.4B
$3.24K ﹤0.01%
20
DOC icon
749
Healthpeak Properties
DOC
$14.1B
$3.22K ﹤0.01%
200
-401
NET icon
750
Cloudflare
NET
$80.7B
$3.15K ﹤0.01%
16
28 29
30
31 32