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
401
$38.7K 0.01%
57
-10
402
$38.6K 0.01%
263
403
$38.5K 0.01%
390
+100
404
$38K 0.01%
+1,040
405
$37.7K 0.01%
1,025
406
$37.3K 0.01%
525
+467
407
$36.2K ﹤0.01%
1,195
408
$35.9K ﹤0.01%
1,007
409
$35.7K ﹤0.01%
57
-2
410
$35.2K ﹤0.01%
259
-45
411
$35K ﹤0.01%
1,653
412
$34.8K ﹤0.01%
123
413
$34.5K ﹤0.01%
529
414
$34.4K ﹤0.01%
545
415
$34.4K ﹤0.01%
1,104
416
$34.4K ﹤0.01%
984
417
$34.4K ﹤0.01%
224
418
$34.3K ﹤0.01%
435
419
$34.1K ﹤0.01%
260
+60
420
$34K ﹤0.01%
1,215
421
$34K ﹤0.01%
190
422
$33.8K ﹤0.01%
97
423
$33.8K ﹤0.01%
1,000
424
$33.3K ﹤0.01%
76
425
$33.2K ﹤0.01%
444
15 16
17
18 19