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
301
$75K 0.01%
1,435
302
$74.5K 0.01%
1,900
-400
303
$74.4K 0.01%
3,580
304
$73.9K 0.01%
700
305
$73.8K 0.01%
2,780
-28
306
$71.9K 0.01%
694
307
$71.5K 0.01%
729
+460
308
$71.2K 0.01%
280
+40
309
$70.6K 0.01%
115
+56
310
$69.7K 0.01%
1,200
311
$67.7K 0.01%
265
312
$67.7K 0.01%
855
313
$67.2K 0.01%
990
314
$66.6K 0.01%
324
315
$65.7K 0.01%
868
+155
316
$65.6K 0.01%
670
317
$65.3K 0.01%
650
318
$65K 0.01%
1,045
319
$63.7K 0.01%
1,000
-170
320
$62.5K 0.01%
122
-5
321
$61.5K 0.01%
343
+208
322
$61.5K 0.01%
429
323
$61.3K 0.01%
1,504
+38
324
$60.6K 0.01%
352
325
$60.2K 0.01%
630
11 12
13
14 15