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
$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
226
$143K 0.02%
2,200
+1,700
227
$143K 0.02%
341
228
$143K 0.02%
2,074
229
$142K 0.02%
2,240
-39
230
$141K 0.02%
650
+3
231
$139K 0.02%
3,625
232
$135K 0.02%
1,196
+5
233
$134K 0.02%
549
+5
234
$132K 0.02%
1,250
-1
235
$130K 0.02%
4,636
-525
236
$128K 0.02%
344
+78
237
$128K 0.02%
861
238
$128K 0.02%
4,287
-180
239
$127K 0.02%
400
240
$126K 0.02%
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241
$125K 0.02%
245
242
$123K 0.02%
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243
$123K 0.02%
1,286
244
$121K 0.02%
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245
$119K 0.02%
3,218
246
$118K 0.02%
1,421
247
$117K 0.02%
1,027
248
$117K 0.02%
2,828
249
$116K 0.02%
1,420
-381
250
$115K 0.02%
2,215
-935
8 9
10
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