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
BR icon
776
Broadridge
BR
$26.8B
$1.7K ﹤0.01%
7
SPG icon
777
Simon Property Group
SPG
$57.7B
$1.66K ﹤0.01%
10
SWK icon
778
Stanley Black & Decker
SWK
$11.1B
$1.65K ﹤0.01%
21
DASH icon
779
DoorDash
DASH
$112B
$1.65K ﹤0.01%
9
HLN icon
780
Haleon
HLN
$40.6B
$1.64K ﹤0.01%
159
KSS icon
781
Kohl's
KSS
$1.84B
$1.64K ﹤0.01%
200
-205
EQIX icon
782
Equinix
EQIX
$79.9B
$1.63K ﹤0.01%
2
CHWY icon
783
Chewy
CHWY
$14.2B
$1.63K ﹤0.01%
50
VEEV icon
784
Veeva Systems
VEEV
$47.8B
$1.62K ﹤0.01%
7
EEM icon
785
iShares MSCI Emerging Markets ETF
EEM
$21.2B
$1.59K ﹤0.01%
36
PODD icon
786
Insulet
PODD
$22.8B
$1.58K ﹤0.01%
6
PAYC icon
787
Paycom
PAYC
$11.2B
$1.53K ﹤0.01%
7
DVN icon
788
Devon Energy
DVN
$20.3B
$1.5K ﹤0.01%
40
-450
MGM icon
789
MGM Resorts International
MGM
$8.7B
$1.48K ﹤0.01%
50
RBLX icon
790
Roblox
RBLX
$91.3B
$1.46K ﹤0.01%
25
GDDY icon
791
GoDaddy
GDDY
$18.1B
$1.44K ﹤0.01%
8
IMKTA icon
792
Ingles Markets
IMKTA
$1.37B
$1.43K ﹤0.01%
+22
ZM icon
793
Zoom
ZM
$25.4B
$1.4K ﹤0.01%
19
LH icon
794
Labcorp
LH
$21.6B
$1.4K ﹤0.01%
6
MIDD icon
795
Middleby
MIDD
$6.59B
$1.37K ﹤0.01%
9
LNT icon
796
Alliant Energy
LNT
$17.5B
$1.35K ﹤0.01%
21
DD icon
797
DuPont de Nemours
DD
$34.3B
$1.34K ﹤0.01%
18
EXE
798
Expand Energy Corp
EXE
$24.1B
$1.34K ﹤0.01%
12
-1
EXP icon
799
Eagle Materials
EXP
$7.48B
$1.33K ﹤0.01%
6
SOBO
800
South Bow Corp
SOBO
$5.37B
$1.33K ﹤0.01%
52