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
526
$16.1K ﹤0.01%
44
-3
527
$16.1K ﹤0.01%
620
-26
528
$16K ﹤0.01%
1,288
-70
529
$15.7K ﹤0.01%
2,402
530
$15.5K ﹤0.01%
200
531
$15.3K ﹤0.01%
415
-273
532
$15.2K ﹤0.01%
88
533
$15.1K ﹤0.01%
286
534
$15.1K ﹤0.01%
+143
535
$14.9K ﹤0.01%
134
536
$14.8K ﹤0.01%
+204
537
$14.8K ﹤0.01%
1,400
538
$14.7K ﹤0.01%
200
539
$14.6K ﹤0.01%
131
+96
540
$14.6K ﹤0.01%
475
+127
541
$14.6K ﹤0.01%
179
542
$14.6K ﹤0.01%
100
543
$14.6K ﹤0.01%
55
+10
544
$14.5K ﹤0.01%
65
545
$14.5K ﹤0.01%
2
546
$14.5K ﹤0.01%
141
+1
547
$14.4K ﹤0.01%
225
-14
548
$14.3K ﹤0.01%
510
549
$14.3K ﹤0.01%
237
550
$14.3K ﹤0.01%
+169