HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$847M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$921K
3
+$905K
4
RTX icon
RTX Corp
RTX
+$572K
5
HOOD icon
Robinhood
HOOD
+$506K

Top Sells

1
+$4.35M
2
+$4.31M
3
+$1.87M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.6M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.47M

Sector Composition

1 Technology 5.75%
2 Financials 2.65%
3 Industrials 2.13%
4 Consumer Discretionary 2.09%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
76
Coca-Cola
KO
$334B
$837K 0.1%
11,967
-198
SPY icon
77
State Street SPDR S&P 500 ETF Trust
SPY
$667B
$832K 0.1%
1,220
+244
ORCL icon
78
Oracle
ORCL
$457B
$822K 0.1%
4,215
MU icon
79
Micron Technology
MU
$456B
$815K 0.1%
2,856
MAA icon
80
Mid-America Apartment Communities
MAA
$14.9B
$797K 0.09%
5,740
ILCG icon
81
iShares Morningstar Growth ETF
ILCG
$2.76B
$793K 0.09%
7,625
PLTR icon
82
Palantir
PLTR
$367B
$790K 0.09%
4,445
-100
SCHE icon
83
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
$769K 0.09%
23,488
-2,739
CMI icon
84
Cummins
CMI
$74.4B
$761K 0.09%
1,491
BRK.A icon
85
Berkshire Hathaway Class A
BRK.A
$1.06T
$755K 0.09%
1
RSPH icon
86
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$719M
$736K 0.09%
23,115
-80
ALL icon
87
Allstate
ALL
$53.2B
$733K 0.09%
3,521
+1,083
SMH icon
88
VanEck Semiconductor ETF
SMH
$43.9B
$713K 0.08%
1,981
-100
AVGO icon
89
Broadcom
AVGO
$1.59T
$710K 0.08%
2,053
+123
NEE icon
90
NextEra Energy
NEE
$191B
$707K 0.08%
8,810
+2
IJH icon
91
iShares Core S&P Mid-Cap ETF
IJH
$105B
$698K 0.08%
10,570
-50
ABT icon
92
Abbott
ABT
$188B
$687K 0.08%
5,482
-21
BX icon
93
Blackstone
BX
$80B
$671K 0.08%
4,356
MO icon
94
Altria Group
MO
$113B
$669K 0.08%
11,603
-36
IOO icon
95
iShares Global 100 ETF
IOO
$7.78B
$647K 0.08%
5,106
WFC icon
96
Wells Fargo
WFC
$232B
$646K 0.08%
6,933
VYM icon
97
Vanguard High Dividend Yield ETF
VYM
$72.3B
$641K 0.08%
4,469
-1,379
MLR icon
98
Miller Industries
MLR
$507M
$626K 0.07%
16,757
DIS icon
99
Walt Disney
DIS
$176B
$624K 0.07%
5,486
-1
MRK icon
100
Merck
MRK
$287B
$609K 0.07%
5,788
-686
2 3
4
5 6