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
326
$60.2K 0.01%
541
-100
327
$60.1K 0.01%
800
-12
328
$59.7K 0.01%
477
+77
329
$58.7K 0.01%
3,089
+45
330
$58.4K 0.01%
696
331
$58.3K 0.01%
8,080
+4,580
332
$58.2K 0.01%
1,200
-100
333
$57.6K 0.01%
303
-7
334
$56.2K 0.01%
827
335
$56.1K 0.01%
700
336
$55.6K 0.01%
165
337
$55.2K 0.01%
687
+1
338
$55.2K 0.01%
3,704
339
$54.9K 0.01%
995
340
$54.5K 0.01%
430
341
$54.3K 0.01%
1,821
+1
342
$54.3K 0.01%
394
343
$54.2K 0.01%
202
+167
344
$54.2K 0.01%
890
345
$54.2K 0.01%
163
346
$54.1K 0.01%
179
347
$54.1K 0.01%
785
348
$53.8K 0.01%
+1,500
349
$53.2K 0.01%
3,460
350
$53.1K 0.01%
1,598
12 13
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15 16