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
351
$52.8K 0.01%
254
352
$51.9K 0.01%
1,688
-1,817
353
$51.8K 0.01%
233
354
$51.7K 0.01%
430
355
$51.4K 0.01%
364
-101
356
$51.4K 0.01%
1,014
357
$51.3K 0.01%
400
358
$51.2K 0.01%
1,280
359
$51K 0.01%
849
360
$51K 0.01%
387
361
$50.9K 0.01%
1,690
362
$50.8K 0.01%
2,000
363
$50.5K 0.01%
560
+244
364
$50.4K 0.01%
5,025
+86
365
$50.1K 0.01%
3,515
+69
366
$49.9K 0.01%
241
367
$49.1K 0.01%
665
368
$48.3K 0.01%
143
369
$48.3K 0.01%
396
370
$47.9K 0.01%
492
-5
371
$47.8K 0.01%
700
372
$47K 0.01%
3,875
+1,175
373
$46.9K 0.01%
249
374
$46.8K 0.01%
+1,400
375
$46.5K 0.01%
800
13 14
15
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