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
476
$24.3K ﹤0.01%
123
477
$24.1K ﹤0.01%
497
478
$24K ﹤0.01%
150
479
$23.9K ﹤0.01%
400
-100
480
$23.3K ﹤0.01%
3,914
481
$23.2K ﹤0.01%
975
482
$23K ﹤0.01%
211
483
$22.8K ﹤0.01%
680
-8
484
$22.4K ﹤0.01%
100
-3
485
$22.2K ﹤0.01%
561
486
$22.1K ﹤0.01%
210
487
$22K ﹤0.01%
5,372
488
$22K ﹤0.01%
2,046
489
$21.9K ﹤0.01%
342
490
$21.6K ﹤0.01%
248
-21
491
$21.5K ﹤0.01%
32
492
$21.5K ﹤0.01%
342
493
$21.2K ﹤0.01%
220
494
$21.2K ﹤0.01%
16
495
$20.8K ﹤0.01%
328
-301
496
$20.8K ﹤0.01%
200
497
$20.7K ﹤0.01%
35
498
$20.6K ﹤0.01%
150
499
$20.5K ﹤0.01%
406
500
$20.4K ﹤0.01%
200
18 19
20
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