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
26
$2.45M 0.33%
89,350
+3,938
27
$2.34M 0.32%
9,888
+147
28
$2.34M 0.32%
79,159
29
$2.32M 0.31%
4,138
-23
30
$2.27M 0.31%
20,913
+2,464
31
$2.22M 0.3%
96,693
-2,580
32
$2.17M 0.29%
2,622
+86
33
$2.13M 0.29%
6,070
+163
34
$2.09M 0.28%
13,525
+685
35
$2.06M 0.28%
22,451
+141
36
$2.03M 0.27%
23,086
37
$2.03M 0.27%
11,920
+8
38
$2.01M 0.27%
6,106
+125
39
$1.93M 0.26%
56,365
+9,145
40
$1.92M 0.26%
8,293
41
$1.92M 0.26%
89,087
-1,681
42
$1.89M 0.25%
9,033
+6
43
$1.8M 0.24%
36,358
+1,281
44
$1.77M 0.24%
20,107
+1,647
45
$1.7M 0.23%
40,516
46
$1.59M 0.21%
10,180
-377
47
$1.57M 0.21%
4,548
-6
48
$1.55M 0.21%
66,936
-6,779
49
$1.55M 0.21%
71,110
-5,050
50
$1.54M 0.21%
23,286
1
2
3 4 5