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
251
$114K 0.02%
900
252
$114K 0.02%
2,575
253
$114K 0.02%
660
+406
254
$113K 0.02%
966
+179
255
$111K 0.02%
3,052
256
$111K 0.01%
258
257
$110K 0.01%
901
-45
258
$110K 0.01%
716
259
$110K 0.01%
531
260
$109K 0.01%
547
261
$107K 0.01%
1,027
+79
262
$106K 0.01%
214
+45
263
$104K 0.01%
+1,500
264
$104K 0.01%
1,110
-26
265
$101K 0.01%
1,010
266
$99.3K 0.01%
820
267
$98.4K 0.01%
413
268
$98.2K 0.01%
+1,064
269
$94.2K 0.01%
1,672
+3
270
$93.3K 0.01%
2,750
271
$93.1K 0.01%
3,700
272
$92.9K 0.01%
731
+576
273
$91.4K 0.01%
3,775
274
$90.9K 0.01%
3,600
275
$90.7K 0.01%
3,750
9 10
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