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
KRBN icon
801
KraneShares Global Carbon Strategy ETF
KRBN
$136M
$1.93K ﹤0.01%
65
MGM icon
802
MGM Resorts International
MGM
$10.4B
$1.85K ﹤0.01%
50
MLM icon
803
Martin Marietta Materials
MLM
$36.7B
$1.77K ﹤0.01%
3
GT icon
804
Goodyear
GT
$2.05B
$1.76K ﹤0.01%
265
-425
WAB icon
805
Wabtec
WAB
$45.3B
$1.75K ﹤0.01%
7
SOBO
806
South Bow Corp
SOBO
$6.7B
$1.73K ﹤0.01%
52
WDS icon
807
Woodside Energy
WDS
$44B
$1.72K ﹤0.01%
72
MGA icon
808
Magna International
MGA
$17.2B
$1.68K ﹤0.01%
+30
DRCT icon
809
Direct Digital Holdings
DRCT
$2.14M
$1.62K ﹤0.01%
+2,000
CAVA icon
810
CAVA Group
CAVA
$11B
$1.62K ﹤0.01%
20
ETHA
811
iShares Ethereum Trust ETF
ETHA
$7.62B
$1.58K ﹤0.01%
100
-120
SWK icon
812
Stanley Black & Decker
SWK
$12.4B
$1.56K ﹤0.01%
22
OXY.WS icon
813
Occidental Petroleum Corp Warrants
OXY.WS
$33.4B
$1.54K ﹤0.01%
36
HL icon
814
Hecla Mining
HL
$12.5B
$1.51K ﹤0.01%
+81
EME icon
815
Emcor
EME
$39.3B
$1.48K ﹤0.01%
2
CNC icon
816
Centene
CNC
$21.4B
$1.47K ﹤0.01%
+45
NXT icon
817
Nextpower Inc
NXT
$18.2B
$1.45K ﹤0.01%
+12
RBLX icon
818
Roblox
RBLX
$41.2B
$1.41K ﹤0.01%
25
ZS icon
819
Zscaler
ZS
$21.6B
$1.4K ﹤0.01%
10
GH icon
820
Guardant Health
GH
$11.6B
$1.39K ﹤0.01%
+15
FIX icon
821
Comfort Systems
FIX
$63.2B
$1.38K ﹤0.01%
+1
GLNK
822
Grayscale Chainlink Trust ETF
GLNK
$71.3M
$1.35K ﹤0.01%
174
-1
KLIC icon
823
Kulicke & Soffa
KLIC
$4.52B
$1.31K ﹤0.01%
+20
KBE icon
824
State Street SPDR S&P Bank ETF
KBE
$1.5B
$1.31K ﹤0.01%
22
-855
CLSK icon
825
CleanSpark
CLSK
$3.13B
$1.28K ﹤0.01%
150
31 32
33
34 35