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
CVGI icon
751
Commercial Vehicle Group
CVGI
$147M
$3.6K ﹤0.01%
1,055
DKS icon
752
Dick's Sporting Goods
DKS
$20.4B
$3.57K ﹤0.01%
18
RGEN icon
753
Repligen
RGEN
$6.67B
$3.54K ﹤0.01%
30
NMAX
754
Newsmax Inc
NMAX
$771M
$3.53K ﹤0.01%
676
E icon
755
ENI
E
$79.1B
$3.51K ﹤0.01%
62
AIN icon
756
Albany International
AIN
$1.59B
$3.5K ﹤0.01%
67
APD icon
757
Air Products & Chemicals
APD
$67.3B
$3.49K ﹤0.01%
12
AZO icon
758
AutoZone
AZO
$58.7B
$3.38K ﹤0.01%
1
KHC icon
759
Kraft Heinz
KHC
$25.9B
$3.37K ﹤0.01%
150
BAX icon
760
Baxter International
BAX
$9.55B
$3.36K ﹤0.01%
200
MCHP icon
761
Microchip Technology
MCHP
$47B
$3.36K ﹤0.01%
52
CEG icon
762
Constellation Energy
CEG
$114B
$3.35K ﹤0.01%
12
NVO icon
763
Novo Nordisk
NVO
$183B
$3.31K ﹤0.01%
90
CZA icon
764
Invesco Zacks Mid-Cap ETF
CZA
$189M
$3.31K ﹤0.01%
30
NET icon
765
Cloudflare
NET
$74.7B
$3.3K ﹤0.01%
16
DOC icon
766
Healthpeak Properties
DOC
$11.3B
$3.29K ﹤0.01%
200
ETB
767
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$450M
$3.27K ﹤0.01%
227
+2
PAYX icon
768
Paychex
PAYX
$32.2B
$3.23K ﹤0.01%
35
CRM icon
769
Salesforce
CRM
$147B
$3.17K ﹤0.01%
17
ICE icon
770
Intercontinental Exchange
ICE
$88.9B
$3.15K ﹤0.01%
20
IPAC icon
771
iShares Core MSCI Pacific ETF
IPAC
$2.46B
$3.14K ﹤0.01%
41
MPT
772
Medical Properties Trust
MPT
$3.14B
$3.13K ﹤0.01%
+675
NBIS
773
Nebius Group N.V.
NBIS
$36.7B
$3.11K ﹤0.01%
30
+20
TMC icon
774
TMC The Metals Company
TMC
$2.25B
$3.08K ﹤0.01%
+660
XMAG
775
Defiance Large Cap ex-Mag 7 ETF
XMAG
$135M
$3.07K ﹤0.01%
+138