HWA
HHM Wealth Advisors Portfolio holdings
AUM
$864M
1-Year Est. Return
12.56%
1 Year Est. Return
+12.56%
AUM
$864M
AUM Growth
+$23.1M
(+2.8%)
Holding
949
Top Buys
| 1 | +$1.77M | |
| 2 | +$1.47M | |
| 3 | +$601K | |
| 4 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$580K |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
+$352K |
Top Sells
| 1 | +$6.77M | |
| 2 | +$4.79M | |
| 3 | +$2.99M | |
| 4 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$2.97M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.79M |
Sector Composition
| 1 | Technology | 6.06% |
| 2 | Financials | 2.58% |
| 3 | Consumer Discretionary | 2.11% |
| 4 | Industrials | 2.09% |
| 5 | Healthcare | 1.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WBA
926
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-400
|
|
||
927
Zoom
ZM
$26.7B
| – | – |
-19
|
|
||
|
ETHE
928
Grayscale Ethereum Trust ETF
ETHE
$3.46B
| – | – |
-1,600
|
|
||
|
FLD
929
Fold Holdings
FLD
$152M
| – | – |
-100
|
|
||
|
EXE
930
Expand Energy Corp
EXE
$27.2B
| – | – |
-12
|
|
||
|
PENG
931
Penguin Solutions Inc
PENG
$1.15B
| – | – |
-100
|
|
||
|
PONY
932
Pony AI Inc
PONY
$6.58B
| – | – |
-1,430
|
|