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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
ALLY icon
876
Ally Financial
ALLY
$13.3B
– –
-90
AZN icon
877
AstraZeneca
AZN
$283B
– –
-1,164
CADE
878
DELISTED
Cadence Bank
CADE
– –
-4,245
CBRL icon
879
Cracker Barrel
CBRL
$1.02B
– –
-980
CFLT
880
DELISTED
Confluent
CFLT
– –
-15
CRK icon
881
Comstock Resources
CRK
$3.87B
– –
-2,200
CWH icon
882
Camping World
CWH
$492M
– –
-20
DDWM icon
883
WisdomTree Dynamic International Equity Fund
DDWM
$1.43B
– –
-1,354
DFCF icon
884
Dimensional Core Fixed Income ETF
DFCF
$10.6B
– –
-359
DFGX icon
885
Dimensional International Core Fixed Income ETF
DFGX
$1.6B
– –
-294
DFNM icon
886
Dimensional National Municipal Bond ETF
DFNM
$2.16B
– –
-12
DUSB icon
887
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.1B
– –
-109
ECL icon
888
Ecolab
ECL
$74.2B
– –
-3
EMB icon
889
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
– –
-13
EMLC icon
890
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.85B
– –
-25
EQIX icon
891
Equinix
EQIX
$103B
– –
-10
FHLC icon
892
Fidelity MSCI Health Care Index ETF
FHLC
$3.07B
– –
-700
FTV icon
893
Fortive
FTV
$18.2B
– –
-750
FXI icon
894
iShares China Large-Cap ETF
FXI
$5.46B
– –
-2,700
GEN icon
895
Gen Digital
GEN
$14.4B
– –
-2,780
ICOP icon
896
iShares Copper and Metals Mining ETF
ICOP
$459M
– –
-653
IMOS
897
ChipMOS TECHNOLOGIES
IMOS
$2.22B
– –
-7
INGR icon
898
Ingredion
INGR
$6.36B
– –
-70
IUSV icon
899
iShares Core S&P US Value ETF
IUSV
$26.1B
– –
-488
KVUE icon
900
Kenvue
KVUE
$34.7B
– –
-95
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