HWA

HHM Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$743M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$5.05M
3 +$3.07M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.87M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.78M

Top Sells

1 +$646K
2 +$382K
3 +$273K
4
DXPE icon
DXP Enterprises
DXPE
+$261K
5
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$229K

Sector Composition

1 Technology 5.65%
2 Financials 2.54%
3 Consumer Discretionary 2.29%
4 Industrials 2.18%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LE icon
751
Lands' End
LE
$511M
$2.04K ﹤0.01%
200
EXEEL
752
Expand Energy Corp Class C Warrants
EXEEL
$1.05B
$2.01K ﹤0.01%
20
ZS icon
753
Zscaler
ZS
$52.1B
$1.99K ﹤0.01%
10
TILE icon
754
Interface
TILE
$1.61B
$1.98K ﹤0.01%
100
-100
GWW icon
755
W.W. Grainger
GWW
$46.1B
$1.98K ﹤0.01%
2
KVUE icon
756
Kenvue
KVUE
$27.8B
$1.97K ﹤0.01%
82
AMP icon
757
Ameriprise Financial
AMP
$45.7B
$1.94K ﹤0.01%
4
TEAM icon
758
Atlassian
TEAM
$43.2B
$1.91K ﹤0.01%
9
CP icon
759
Canadian Pacific Kansas City
CP
$68.3B
$1.9K ﹤0.01%
27
+2
ALNY icon
760
Alnylam Pharmaceuticals
ALNY
$62.4B
$1.89K ﹤0.01%
7
MKL icon
761
Markel Group
MKL
$23.3B
$1.87K ﹤0.01%
1
R icon
762
Ryder
R
$6.82B
$1.87K ﹤0.01%
+13
DGX icon
763
Quest Diagnostics
DGX
$19.8B
$1.86K ﹤0.01%
11
FCNCA icon
764
First Citizens BancShares
FCNCA
$22.7B
$1.85K ﹤0.01%
1
FICO icon
765
Fair Isaac
FICO
$40B
$1.84K ﹤0.01%
1
KRBN icon
766
KraneShares Global Carbon Strategy ETF
KRBN
$168M
$1.83K ﹤0.01%
65
CBRE icon
767
CBRE Group
CBRE
$47.4B
$1.83K ﹤0.01%
14
PEG icon
768
Public Service Enterprise Group
PEG
$40.6B
$1.81K ﹤0.01%
22
ROK icon
769
Rockwell Automation
ROK
$40.7B
$1.81K ﹤0.01%
7
NET icon
770
Cloudflare
NET
$78.1B
$1.8K ﹤0.01%
16
SPYD icon
771
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.31B
$1.77K ﹤0.01%
40
SLB icon
772
SLB Ltd
SLB
$53.6B
$1.76K ﹤0.01%
+42
FUN icon
773
Cedar Fair
FUN
$2.63B
$1.75K ﹤0.01%
49
NDAQ icon
774
Nasdaq
NDAQ
$50.2B
$1.75K ﹤0.01%
23
PENG
775
Penguin Solutions Inc
PENG
$1.21B
$1.74K ﹤0.01%
+100