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
276
$90.3K 0.01%
809
-9
277
$88.9K 0.01%
881
+103
278
$86.4K 0.01%
1,838
+232
279
$85.6K 0.01%
750
-3
280
$85.5K 0.01%
1,164
+1
281
$85.2K 0.01%
1,258
-48
282
$85.2K 0.01%
107
+85
283
$84.2K 0.01%
765
284
$84.2K 0.01%
860
285
$84.2K 0.01%
1,043
-18
286
$83K 0.01%
945
-3
287
$82.5K 0.01%
1,803
288
$82.1K 0.01%
851
289
$81.8K 0.01%
825
290
$80.5K 0.01%
285
-3
291
$80.3K 0.01%
1,600
292
$80.2K 0.01%
191
293
$80.1K 0.01%
2,600
294
$79.5K 0.01%
84
295
$79.1K 0.01%
258
296
$79K 0.01%
1,478
297
$78.6K 0.01%
1,091
-161
298
$77.2K 0.01%
844
-38
299
$76.6K 0.01%
3,161
-300
300
$76.4K 0.01%
63,692
10 11
12
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