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
426
$33.1K ﹤0.01%
1,130
427
$32.8K ﹤0.01%
848
428
$32.8K ﹤0.01%
913
429
$32.7K ﹤0.01%
263
430
$32.7K ﹤0.01%
82
+29
431
$32.7K ﹤0.01%
125
432
$32.7K ﹤0.01%
483
433
$32.4K ﹤0.01%
927
434
$32.3K ﹤0.01%
390
+85
435
$32.1K ﹤0.01%
465
436
$31.9K ﹤0.01%
2,100
-7
437
$31.8K ﹤0.01%
450
438
$31.4K ﹤0.01%
740
439
$31.4K ﹤0.01%
221
440
$31.4K ﹤0.01%
560
441
$31.1K ﹤0.01%
2,076
442
$31K ﹤0.01%
850
-350
443
$30.9K ﹤0.01%
234
444
$30.9K ﹤0.01%
565
-180
445
$30.8K ﹤0.01%
1,000
-750
446
$30.7K ﹤0.01%
270
+269
447
$30.5K ﹤0.01%
416
+46
448
$30.4K ﹤0.01%
278
+1
449
$30.3K ﹤0.01%
535
-46
450
$30.3K ﹤0.01%
404
16 17
18
19 20