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
376
$45.3K 0.01%
4,040
+43
377
$45K 0.01%
599
-21
378
$44.7K 0.01%
254
+130
379
$44.7K 0.01%
6,000
380
$44.7K 0.01%
481
381
$44.2K 0.01%
1,248
382
$43.7K 0.01%
207
383
$43.7K 0.01%
256
-6
384
$43.6K 0.01%
212
385
$42.9K 0.01%
225
-27
386
$42.5K 0.01%
840
-400
387
$42.5K 0.01%
139
388
$42.2K 0.01%
987
-48
389
$42K 0.01%
2,119
390
$41.9K 0.01%
849
391
$41.1K 0.01%
317
+300
392
$41K 0.01%
467
-28
393
$40.8K 0.01%
152
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394
$40.6K 0.01%
1,047
395
$40.6K 0.01%
1,310
-200
396
$40.5K 0.01%
123
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397
$40.1K 0.01%
1,100
-362
398
$39.9K 0.01%
275
399
$39.3K 0.01%
351
+67
400
$39.3K 0.01%
4,830
+100
14 15
16
17 18