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
ALL icon
101
Allstate
ALL
$50.8B
$533K 0.07%
2,572
PLTR icon
102
Palantir
PLTR
$452B
$532K 0.07%
6,298
+1,135
JPIN icon
103
JPMorgan Diversified Return International Equity ETF
JPIN
$367M
$505K 0.07%
8,831
-285
DE icon
104
Deere & Co
DE
$129B
$504K 0.07%
1,074
WFC icon
105
Wells Fargo
WFC
$274B
$495K 0.07%
6,897
+1
CMI icon
106
Cummins
CMI
$57.6B
$493K 0.07%
1,574
+79
IOO icon
107
iShares Global 100 ETF
IOO
$7.6B
$492K 0.07%
5,106
COST icon
108
Costco
COST
$412B
$479K 0.06%
506
+39
MA icon
109
Mastercard
MA
$518B
$463K 0.06%
844
+55
PEP icon
110
PepsiCo
PEP
$208B
$460K 0.06%
3,067
+127
VHT icon
111
Vanguard Health Care ETF
VHT
$16.3B
$458K 0.06%
1,729
IBIT icon
112
iShares Bitcoin Trust
IBIT
$88.4B
$451K 0.06%
9,635
+7,047
SPY icon
113
SPDR S&P 500 ETF Trust
SPY
$679B
$445K 0.06%
796
+8
EPD icon
114
Enterprise Products Partners
EPD
$67.1B
$441K 0.06%
12,915
JPST icon
115
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$440K 0.06%
8,686
+3,679
SMH icon
116
VanEck Semiconductor ETF
SMH
$36.6B
$438K 0.06%
2,073
VEA icon
117
Vanguard FTSE Developed Markets ETF
VEA
$181B
$424K 0.06%
8,340
+1,461
MLR icon
118
Miller Industries
MLR
$461M
$424K 0.06%
9,998
CRWD icon
119
CrowdStrike
CRWD
$133B
$413K 0.06%
1,171
VDE icon
120
Vanguard Energy ETF
VDE
$7.24B
$412K 0.06%
3,180
+410
KKR icon
121
KKR & Co
KKR
$109B
$412K 0.06%
3,565
-45
SCHW icon
122
Charles Schwab
SCHW
$172B
$408K 0.06%
5,216
+336
SNA icon
123
Snap-on
SNA
$17.9B
$404K 0.05%
1,200
AMGN icon
124
Amgen
AMGN
$156B
$400K 0.05%
1,283
+25
AXP icon
125
American Express
AXP
$249B
$391K 0.05%
1,453
3 4
5
6 7