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
$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
KVUE icon
776
Kenvue
KVUE
$33.3B
$1.64K ﹤0.01%
+95
SWK icon
777
Stanley Black & Decker
SWK
$11B
$1.63K ﹤0.01%
22
CVGI icon
778
Commercial Vehicle Group
CVGI
$85.6M
$1.52K ﹤0.01%
1,055
CLSK icon
779
CleanSpark
CLSK
$2.44B
$1.52K ﹤0.01%
150
WAB icon
780
Wabtec
WAB
$41B
$1.5K ﹤0.01%
7
SOBO
781
South Bow Corp
SOBO
$6.88B
$1.43K ﹤0.01%
52
MP icon
782
MP Materials
MP
$10.7B
$1.36K ﹤0.01%
27
VWOB icon
783
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.99B
$1.35K ﹤0.01%
+20
UP icon
784
Wheels Up
UP
$390M
$1.31K ﹤0.01%
+2,000
EMB icon
785
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$17.2B
$1.25K ﹤0.01%
+13
EME icon
786
Emcor
EME
$31.6B
$1.22K ﹤0.01%
2
CAVA icon
787
CAVA Group
CAVA
$9.35B
$1.17K ﹤0.01%
20
MLI icon
788
Mueller Industries
MLI
$12.3B
$1.15K ﹤0.01%
10
CNEQ icon
789
Alger Concentrated Equity ETF
CNEQ
$235M
$1.14K ﹤0.01%
+33
TLT icon
790
iShares 20+ Year Treasury Bond ETF
TLT
$44B
$1.13K ﹤0.01%
+13
WDS icon
791
Woodside Energy
WDS
$42.5B
$1.12K ﹤0.01%
72
CC icon
792
Chemours
CC
$2.66B
$1.06K ﹤0.01%
90
SPYD icon
793
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.18B
$995 ﹤0.01%
+23
MAT icon
794
Mattel
MAT
$4.9B
$992 ﹤0.01%
50
PATH icon
795
UiPath
PATH
$6.08B
$984 ﹤0.01%
60
BHF icon
796
Brighthouse Financial
BHF
$3.45B
$972 ﹤0.01%
15
-26
ITRI icon
797
Itron
ITRI
$3.98B
$929 ﹤0.01%
10
TSLQ icon
798
Tradr TSLA Bear Daily ETF
TSLQ
$1.21B
$908 ﹤0.01%
50
LMAT icon
799
LeMaitre Vascular
LMAT
$2.43B
$893 ﹤0.01%
11
CMCSA icon
800
Comcast
CMCSA
$109B
$871 ﹤0.01%
29
-153
30 31
32
33 34