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
RL icon
801
Ralph Lauren
RL
$20.3B
$1.32K ﹤0.01%
6
TRV icon
802
Travelers Companies
TRV
$60.3B
$1.32K ﹤0.01%
5
EL icon
803
Estee Lauder
EL
$35.5B
$1.32K ﹤0.01%
20
URAN
804
Themes Uranium & Nuclear ETF
URAN
$22.8M
$1.31K ﹤0.01%
50
AR icon
805
Antero Resources
AR
$9.91B
$1.29K ﹤0.01%
32
ASPN icon
806
Aspen Aerogels
ASPN
$665M
$1.28K ﹤0.01%
200
FOX icon
807
Fox Class B
FOX
$24.4B
$1.27K ﹤0.01%
24
CC icon
808
Chemours
CC
$2.05B
$1.22K ﹤0.01%
90
CVGI icon
809
Commercial Vehicle Group
CVGI
$62.9M
$1.21K ﹤0.01%
1,055
MAS icon
810
Masco
MAS
$14.3B
$1.18K ﹤0.01%
17
ZIP icon
811
ZipRecruiter
ZIP
$406M
$1.18K ﹤0.01%
200
EXPE icon
812
Expedia Group
EXPE
$27.6B
$1.18K ﹤0.01%
7
LAD icon
813
Lithia Motors
LAD
$7.7B
$1.18K ﹤0.01%
4
KBE icon
814
SPDR S&P Bank ETF
KBE
$1.45B
$1.17K ﹤0.01%
22
TYL icon
815
Tyler Technologies
TYL
$21.9B
$1.16K ﹤0.01%
2
BIPC icon
816
Brookfield Infrastructure
BIPC
$5.41B
$1.16K ﹤0.01%
+32
TLRY icon
817
Tilray
TLRY
$1.62B
$1.15K ﹤0.01%
1,740
PNW icon
818
Pinnacle West Capital
PNW
$10.9B
$1.14K ﹤0.01%
12
DFH icon
819
Dream Finders Homes
DFH
$2.13B
$1.13K ﹤0.01%
50
IP icon
820
International Paper
IP
$25.3B
$1.12K ﹤0.01%
21
WAT icon
821
Waters Corp
WAT
$20.8B
$1.11K ﹤0.01%
3
BBY icon
822
Best Buy
BBY
$17.2B
$1.1K ﹤0.01%
15
LSCC icon
823
Lattice Semiconductor
LSCC
$9.81B
$1.1K ﹤0.01%
21
KLG
824
DELISTED
WK Kellogg Co
KLG
$1.1K ﹤0.01%
55
FFIV icon
825
F5
FFIV
$15.2B
$1.07K ﹤0.01%
4