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HWA

HHM Wealth Advisors Portfolio holdings

AUM $867M
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
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
RMBS icon
151
Rambus
RMBS
$15.6B
$306K 0.04%
3,335
ANET icon
152
Arista Networks
ANET
$197B
$303K 0.04%
2,315
SPYG icon
153
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.6B
$303K 0.04%
2,840
-190
DE icon
154
Deere & Co
DE
$153B
$300K 0.04%
644
-222
EFA icon
155
iShares MSCI EAFE ETF
EFA
$77.3B
$297K 0.04%
3,097
VGT icon
156
Vanguard Information Technology ETF
VGT
$141B
$289K 0.03%
3,072
-856
DGRW icon
157
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$289K 0.03%
3,231
-797
TXN icon
158
Texas Instruments
TXN
$270B
$287K 0.03%
1,656
+1
NUKZ icon
159
Range Nuclear Renaissance Index ETF
NUKZ
$826M
$286K 0.03%
4,503
+1,323
MDT icon
160
Medtronic
MDT
$103B
$283K 0.03%
2,947
-622
JPST icon
161
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$281K 0.03%
5,554
AMT icon
162
American Tower
AMT
$88.2B
$278K 0.03%
1,582
-718
T icon
163
AT&T
T
$160B
$274K 0.03%
11,039
-599
ARM icon
164
Arm
ARM
$366B
$272K 0.03%
2,490
BABA icon
165
Alibaba
BABA
$270B
$272K 0.03%
1,854
+800
BKNG icon
166
Booking.com
BKNG
$127B
$268K 0.03%
1,250
DGRO icon
167
iShares Core Dividend Growth ETF
DGRO
$40.7B
$253K 0.03%
3,650
GD icon
168
General Dynamics
GD
$97B
$252K 0.03%
750
PSX icon
169
Phillips 66
PSX
$71.4B
$252K 0.03%
1,956
-50
ETN icon
170
Eaton
ETN
$153B
$249K 0.03%
781
-6
TTD icon
171
Trade Desk
TTD
$8.89B
$244K 0.03%
6,430
-15
ASML icon
172
ASML
ASML
$732B
$240K 0.03%
224
-11
UPS icon
173
United Parcel Service
UPS
$92.4B
$239K 0.03%
2,410
-72
FEX icon
174
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.57B
$237K 0.03%
2,000
RPG icon
175
Invesco S&P 500 Pure Growth ETF
RPG
$2.13B
$237K 0.03%
5,080
5 6
7
8 9