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
TOST icon
826
Toast
TOST
$22.7B
$1.06K ﹤0.01%
32
OGE icon
827
OGE Energy
OGE
$9.36B
$1.06K ﹤0.01%
23
PINS icon
828
Pinterest
PINS
$24B
$1.05K ﹤0.01%
34
DAY icon
829
Dayforce
DAY
$10.8B
$1.05K ﹤0.01%
18
ITRI icon
830
Itron
ITRI
$6.22B
$1.05K ﹤0.01%
10
CPAY icon
831
Corpay
CPAY
$20.1B
$1.05K ﹤0.01%
3
WDS icon
832
Woodside Energy
WDS
$30.6B
$1.04K ﹤0.01%
72
INCY icon
833
Incyte
INCY
$18.2B
$1.03K ﹤0.01%
17
WSO icon
834
Watsco Inc
WSO
$14.8B
$1.02K ﹤0.01%
2
GTLS icon
835
Chart Industries
GTLS
$8.97B
$1.01K ﹤0.01%
7
CLSK icon
836
CleanSpark
CLSK
$5.68B
$1.01K ﹤0.01%
150
WYNN icon
837
Wynn Resorts
WYNN
$13B
$1K ﹤0.01%
12
TDY icon
838
Teledyne Technologies
TDY
$24.8B
$996 ﹤0.01%
2
PKG icon
839
Packaging Corp of America
PKG
$18.6B
$991 ﹤0.01%
5
FIX icon
840
Comfort Systems
FIX
$34.4B
$967 ﹤0.01%
3
UTHR icon
841
United Therapeutics
UTHR
$19B
$925 ﹤0.01%
3
LMAT icon
842
LeMaitre Vascular
LMAT
$2.04B
$923 ﹤0.01%
11
-1
EXC icon
843
Exelon
EXC
$48.6B
$922 ﹤0.01%
20
LASE icon
844
Laser Photonics
LASE
$80.4M
$921 ﹤0.01%
+300
TRMB icon
845
Trimble
TRMB
$19.3B
$920 ﹤0.01%
14
VFC icon
846
VF Corp
VFC
$6.49B
$916 ﹤0.01%
+59
MARA icon
847
Marathon Digital Holdings
MARA
$7.25B
$909 ﹤0.01%
79
-50
EXEL icon
848
Exelixis
EXEL
$10.8B
$887 ﹤0.01%
24
CASY icon
849
Casey's General Stores
CASY
$19.9B
$869 ﹤0.01%
2
DOCN icon
850
DigitalOcean
DOCN
$3.68B
$869 ﹤0.01%
26