HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
-2.62%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$743M
AUM Growth
+$7.43M
(+1%)
Cap. Flow
+$30.2M
Cap. Flow
% of AUM
4.06%
Top 10 Holdings %
Top 10 Hldgs %
67.61%
Holding
1,056
New
45
Increased
163
Reduced
178
Closed
133
Top Buys
| 1 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$11.8M |
| 2 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$5.05M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$3.07M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.87M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.78M |
Top Sells
| 1 |
Lowe's Companies
LOW
|
+$646K |
| 2 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$382K |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
+$273K |
| 4 |
DXP Enterprises
DXPE
|
+$261K |
| 5 |
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% |
