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
501
$20.4K ﹤0.01%
310
+305
502
$20.2K ﹤0.01%
83
-7
503
$20.2K ﹤0.01%
666
504
$20.2K ﹤0.01%
200
505
$20K ﹤0.01%
88
506
$19.6K ﹤0.01%
188
507
$19.6K ﹤0.01%
187
+150
508
$19.4K ﹤0.01%
435
509
$19.1K ﹤0.01%
620
510
$18.6K ﹤0.01%
800
-200
511
$18.4K ﹤0.01%
4,300
512
$18.3K ﹤0.01%
986
513
$17.9K ﹤0.01%
67
514
$17.8K ﹤0.01%
2,060
515
$17.8K ﹤0.01%
410
-857
516
$17.6K ﹤0.01%
150
517
$17.1K ﹤0.01%
358
518
$17.1K ﹤0.01%
173
-60
519
$16.8K ﹤0.01%
204
520
$16.8K ﹤0.01%
1,500
521
$16.8K ﹤0.01%
104
522
$16.6K ﹤0.01%
490
523
$16.6K ﹤0.01%
256
-400
524
$16.5K ﹤0.01%
123
-4
525
$16.3K ﹤0.01%
144
19 20
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