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
451
$29.5K ﹤0.01%
153
+112
452
$29.5K ﹤0.01%
+77
453
$29.1K ﹤0.01%
+16,822
454
$28.8K ﹤0.01%
1,500
455
$28.8K ﹤0.01%
225
456
$28.6K ﹤0.01%
400
-16
457
$28.5K ﹤0.01%
790
458
$28.4K ﹤0.01%
+1,522
459
$28K ﹤0.01%
1,500
460
$27.6K ﹤0.01%
+267
461
$27.3K ﹤0.01%
1,470
+86
462
$27.2K ﹤0.01%
226
463
$26.9K ﹤0.01%
334
+285
464
$26.8K ﹤0.01%
167
+29
465
$26.1K ﹤0.01%
540
-4
466
$26.1K ﹤0.01%
1,569
+34
467
$26K ﹤0.01%
718
468
$25.8K ﹤0.01%
667
+460
469
$25.8K ﹤0.01%
833
470
$25.6K ﹤0.01%
530
-350
471
$25.5K ﹤0.01%
900
472
$25.4K ﹤0.01%
400
473
$24.7K ﹤0.01%
20
474
$24.6K ﹤0.01%
498
+1
475
$24.4K ﹤0.01%
+1,600
17 18
19
20 21