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
AOSL icon
901
Alpha and Omega Semiconductor
AOSL
$918M
$150 ﹤0.01%
6
DDD icon
902
3D Systems Corp
DDD
$394M
$149 ﹤0.01%
70
VTRS icon
903
Viatris
VTRS
$12.1B
$149 ﹤0.01%
17
-31
AMPL icon
904
Amplitude
AMPL
$1.33B
$123 ﹤0.01%
12
IMOS
905
ChipMOS TECHNOLOGIES
IMOS
$747M
$118 ﹤0.01%
7
CLNE icon
906
Clean Energy Fuels
CLNE
$656M
$93 ﹤0.01%
60
KHC icon
907
Kraft Heinz
KHC
$30.3B
$92 ﹤0.01%
+3
UDR icon
908
UDR
UDR
$11.9B
$91 ﹤0.01%
2
-24
IPG icon
909
Interpublic Group of Companies
IPG
$9.93B
$82 ﹤0.01%
+3
UEIC icon
910
Universal Electronics
UEIC
$57.9M
$74 ﹤0.01%
12
BERY
911
DELISTED
Berry Global Group, Inc.
BERY
$70 ﹤0.01%
+1
KD icon
912
Kyndryl
KD
$6.68B
$63 ﹤0.01%
2
DTI icon
913
Drilling Tools International
DTI
$83.8M
$60 ﹤0.01%
25
EMBC icon
914
Embecta
EMBC
$823M
$51 ﹤0.01%
4
EAF icon
915
GrafTech
EAF
$351M
$50 ﹤0.01%
6
AGL icon
916
Agilon Health
AGL
$392M
$18 ﹤0.01%
4
YCBD icon
917
cbdMD
YCBD
$9.09M
$16 ﹤0.01%
8
ACB
918
Aurora Cannabis
ACB
$286M
$9 ﹤0.01%
2
CJET icon
919
Chijet Motors
CJET
$8.24M
$8 ﹤0.01%
+4
PLUG icon
920
Plug Power
PLUG
$3.45B
$2 ﹤0.01%
1
XXII
921
22nd Century Group
XXII
$5.75M
– –
0
AXTA icon
922
Axalta
AXTA
$6.29B
– –
-4
BSCP icon
923
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.97B
– –
-2,440
BURL icon
924
Burlington
BURL
$17.1B
– –
-1
PR icon
925
Permian Resources
PR
$9.36B
– –
-109
35 36
37
38 39