HWA
HHM Wealth Advisors Portfolio holdings
AUM
$847M
1-Year Est. Return
13.56%
1 Year Est. Return
+13.56%
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 | |
|---|---|---|---|---|---|---|
926
Estee Lauder
EL
$42.2B
| – | – |
-20
|
|
||
927
Embecta
EMBC
$629M
| – | – |
-4
|
|
||
|
ESGR
928
DELISTED
Enstar Group
ESGR
| – | – |
-163
|
|
||
929
Friedman Industries
FRD
$136M
| – | – |
-3,704
|
|
||
930
Kenvue
KVUE
$33.7B
| – | – |
-82
|
|
||
931
Lucid Motors
LCID
$3.52B
| – | – |
-388
|
|
||
932
Cheniere Energy
LNG
$44.3B
| – | – |
-11
|
|