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
PSIX
776
Power Solutions International
PSIX
$1.71B
$3.04K ﹤0.01%
+50
HE icon
777
Hawaiian Electric Industries
HE
$2.65B
$2.97K ﹤0.01%
200
CLF icon
778
Cleveland-Cliffs
CLF
$6.05B
$2.96K ﹤0.01%
350
-75
EUFN icon
779
iShares MSCI Europe Financials ETF
EUFN
$3.57B
$2.89K ﹤0.01%
83
CBK
780
Commercial Bancgroup
CBK
$399M
$2.89K ﹤0.01%
+111
PATH icon
781
UiPath
PATH
$5.48B
$2.89K ﹤0.01%
260
+200
HYG icon
782
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.1B
$2.79K ﹤0.01%
35
NGVT icon
783
Ingevity
NGVT
$2.69B
$2.78K ﹤0.01%
+39
AVAV icon
784
AeroVironment
AVAV
$9.91B
$2.75K ﹤0.01%
+15
LYB icon
785
LyondellBasell Industries
LYB
$22.9B
$2.74K ﹤0.01%
+34
DXYZ
786
Destiny Tech100
DXYZ
$656M
$2.68K ﹤0.01%
+100
R icon
787
Ryder
R
$9.65B
$2.66K ﹤0.01%
13
BITX icon
788
2x Bitcoin Strategy ETF
BITX
$1.25B
$2.65K ﹤0.01%
180
-4,000
RCAT icon
789
Red Cat Holdings
RCAT
$1.42B
$2.62K ﹤0.01%
+200
TILE icon
790
Interface
TILE
$1.63B
$2.49K ﹤0.01%
100
VSS icon
791
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$2.48K ﹤0.01%
17
WAT icon
792
Waters Corp
WAT
$29.4B
$2.38K ﹤0.01%
+8
ALAB icon
793
Astera Labs
ALAB
$33.7B
$2.3K ﹤0.01%
21
CPB icon
794
Campbell Soup
CPB
$6.13B
$2.26K ﹤0.01%
101
+1
URAN
795
Themes Uranium & Nuclear ETF
URAN
$31M
$2.17K ﹤0.01%
50
MDA
796
MDA Space Ltd
MDA
$4.27B
$2.15K ﹤0.01%
+85
EEM icon
797
iShares MSCI Emerging Markets ETF
EEM
$28.2B
$2.11K ﹤0.01%
37
VNQI icon
798
Vanguard Global ex-US Real Estate ETF
VNQI
$3.58B
$2.09K ﹤0.01%
47
CC icon
799
Chemours
CC
$3.97B
$1.98K ﹤0.01%
90
DVYE icon
800
iShares Emerging Markets Dividend ETF
DVYE
$1.31B
$1.98K ﹤0.01%
+57
30 31
32
33 34