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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
FTEC icon
176
Fidelity MSCI Information Technology Index ETF
FTEC
$20.3B
$233K 0.03%
1,035
VO icon
177
Vanguard Mid-Cap ETF
VO
$103B
$231K 0.03%
3,184
+64
INTC icon
178
Intel
INTC
$588B
$228K 0.03%
6,166
CW icon
179
Curtiss-Wright
CW
$26.6B
$226K 0.03%
410
+10
VEU icon
180
Vanguard FTSE All-World ex-US ETF
VEU
$66.4B
$225K 0.03%
3,058
VRIG icon
181
Invesco Variable Rate Investment Grade ETF
VRIG
$1.53B
$222K 0.03%
8,855
XLRE icon
182
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.02B
$221K 0.03%
5,473
VWO icon
183
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$220K 0.03%
4,084
+404
EMR icon
184
Emerson Electric
EMR
$76.8B
$218K 0.03%
1,640
+1
DOV icon
185
Dover
DOV
$28.8B
$217K 0.03%
1,109
+37
VZ icon
186
Verizon
VZ
$196B
$216K 0.03%
5,295
-250
GBTC icon
187
Grayscale Bitcoin Trust
GBTC
$9.57B
$215K 0.03%
3,144
SCHC icon
188
Schwab International Small-Cap Equity ETF
SCHC
$5.44B
$215K 0.03%
4,715
VLO icon
189
Valero Energy
VLO
$76.6B
$212K 0.03%
1,300
XLF icon
190
State Street Financial Select Sector SPDR ETF
XLF
$49.3B
$210K 0.02%
3,840
+446
OZK icon
191
Bank OZK
OZK
$5.57B
$208K 0.02%
4,520
GS icon
192
Goldman Sachs
GS
$306B
$207K 0.02%
236
HON icon
193
Honeywell
HON
$130B
$205K 0.02%
1,053
-143
ITOT icon
194
iShares Core S&P Total US Stock Market ETF
ITOT
$91.7B
$200K 0.02%
1,346
-3,385
RSPF icon
195
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$275M
$200K 0.02%
2,547
NVS icon
196
Novartis
NVS
$283B
$200K 0.02%
1,449
-1
CLX icon
197
Clorox
CLX
$12B
$199K 0.02%
1,970
+10
VDE icon
198
Vanguard Energy ETF
VDE
$9.8B
$198K 0.02%
1,573
CINF icon
199
Cincinnati Financial
CINF
$25.7B
$197K 0.02%
1,203
FTC icon
200
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.35B
$193K 0.02%
1,209
6 7
8
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