HWA

HHM Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
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
PRU icon
276
Prudential Financial
PRU
$36B
$90.3K 0.01%
809
-9
BSX icon
277
Boston Scientific
BSX
$152B
$88.9K 0.01%
881
+103
GM icon
278
General Motors
GM
$64.7B
$86.4K 0.01%
1,838
+232
BJ icon
279
BJs Wholesale Club
BJ
$12.3B
$85.6K 0.01%
750
-3
AZN icon
280
AstraZeneca
AZN
$261B
$85.5K 0.01%
1,164
+1
CVS icon
281
CVS Health
CVS
$105B
$85.2K 0.01%
1,258
-48
NOW icon
282
ServiceNow
NOW
$196B
$85.2K 0.01%
107
+85
GSLC icon
283
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$84.2K 0.01%
765
TWLO icon
284
Twilio
TWLO
$17.6B
$84.2K 0.01%
860
GEHC icon
285
GE HealthCare
GEHC
$35.8B
$84.2K 0.01%
1,043
-18
NTAP icon
286
NetApp
NTAP
$23.4B
$83K 0.01%
945
-3
GLW icon
287
Corning
GLW
$76.6B
$82.5K 0.01%
1,803
XLC icon
288
The Communication Services Select Sector SPDR Fund
XLC
$28B
$82.1K 0.01%
851
RWR icon
289
SPDR Dow Jones REIT ETF
RWR
$1.91B
$81.8K 0.01%
825
ZBRA icon
290
Zebra Technologies
ZBRA
$15.8B
$80.5K 0.01%
285
-3
CMG icon
291
Chipotle Mexican Grill
CMG
$55.1B
$80.3K 0.01%
1,600
IDXX icon
292
Idexx Laboratories
IDXX
$51.8B
$80.2K 0.01%
191
RSPS icon
293
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$245M
$80.1K 0.01%
2,600
BLK icon
294
Blackrock
BLK
$175B
$79.5K 0.01%
84
IWB icon
295
iShares Russell 1000 ETF
IWB
$46.1B
$79.1K 0.01%
258
EQT icon
296
EQT Corp
EQT
$33.5B
$79K 0.01%
1,478
ALB icon
297
Albemarle
ALB
$11.3B
$78.6K 0.01%
1,091
-161
XMHQ icon
298
Invesco S&P MidCap Quality ETF
XMHQ
$5.54B
$77.2K 0.01%
844
-38
OLN icon
299
Olin
OLN
$2.75B
$76.6K 0.01%
3,161
-300
XCH
300
XCHG Ltd
XCH
$98.1M
$76.4K 0.01%
63,692
10 11
12
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