HWA

HHM Wealth Advisors Portfolio holdings

AUM $864M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$864M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.47M
3
+$601K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$580K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$352K

Top Sells

1
+$6.77M
2
+$4.79M
3
+$2.99M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.97M
5
SCHD icon
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
PLTR icon
76
Palantir
PLTR
$447B
$829K 0.1%
4,545
-1,000
VYM icon
77
Vanguard High Dividend Yield ETF
VYM
$69.1B
$824K 0.1%
5,848
KO icon
78
Coca-Cola
KO
$297B
$807K 0.09%
12,165
-142
MAA icon
79
Mid-America Apartment Communities
MAA
$15.6B
$802K 0.09%
5,740
-515
ILCG icon
80
iShares Morningstar Growth ETF
ILCG
$2.93B
$795K 0.09%
7,625
MO icon
81
Altria Group
MO
$98.6B
$769K 0.09%
11,639
-158
BRK.A icon
82
Berkshire Hathaway Class A
BRK.A
$1.07T
$754K 0.09%
1
CRWV
83
CoreWeave Inc
CRWV
$43.5B
$748K 0.09%
5,466
+1,300
BX icon
84
Blackstone
BX
$119B
$744K 0.09%
4,356
-177
ABT icon
85
Abbott
ABT
$214B
$737K 0.09%
5,503
-7
SCHV icon
86
Schwab US Large-Cap Value ETF
SCHV
$14.2B
$714K 0.08%
24,532
+12,092
IBIT icon
87
iShares Bitcoin Trust
IBIT
$70.2B
$702K 0.08%
10,803
+638
VB icon
88
Vanguard Small-Cap ETF
VB
$70B
$698K 0.08%
2,745
+20
IJH icon
89
iShares Core S&P Mid-Cap ETF
IJH
$103B
$693K 0.08%
10,620
ITOT icon
90
iShares Core S&P Total US Stock Market ETF
ITOT
$80.4B
$689K 0.08%
4,731
RSPH icon
91
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$758M
$682K 0.08%
23,195
+1,550
SMH icon
92
VanEck Semiconductor ETF
SMH
$35.7B
$679K 0.08%
2,081
+8
UNP icon
93
Union Pacific
UNP
$140B
$678K 0.08%
2,867
+6
MLR icon
94
Miller Industries
MLR
$447M
$677K 0.08%
16,757
LOW icon
95
Lowe's Companies
LOW
$139B
$665K 0.08%
2,646
+6
NEE icon
96
NextEra Energy
NEE
$169B
$665K 0.08%
8,808
-63
SPY icon
97
SPDR S&P 500 ETF Trust
SPY
$700B
$650K 0.08%
976
+191
AVGO icon
98
Broadcom
AVGO
$1.92T
$637K 0.07%
1,930
-195
CMI icon
99
Cummins
CMI
$72.2B
$630K 0.07%
1,491
-4
DIS icon
100
Walt Disney
DIS
$199B
$628K 0.07%
5,487
-12
2 3
4
5 6