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
551
$14.2K ﹤0.01%
230
552
$13.9K ﹤0.01%
56
553
$13.8K ﹤0.01%
107
554
$13.6K ﹤0.01%
849
555
$13.6K ﹤0.01%
375
-12
556
$13.6K ﹤0.01%
239
557
$13.5K ﹤0.01%
589
558
$13.5K ﹤0.01%
31
559
$13.5K ﹤0.01%
601
560
$13.4K ﹤0.01%
2,500
561
$13.1K ﹤0.01%
137
562
$13.1K ﹤0.01%
150
-2
563
$12.9K ﹤0.01%
2,350
564
$12.8K ﹤0.01%
77
565
$12.7K ﹤0.01%
20
566
$12.5K ﹤0.01%
2,000
567
$12.5K ﹤0.01%
264
568
$12.5K ﹤0.01%
806
569
$12.4K ﹤0.01%
100
-4
570
$12.2K ﹤0.01%
601
-60
571
$11.6K ﹤0.01%
200
-35
572
$11.5K ﹤0.01%
500
-200
573
$11.2K ﹤0.01%
123
-250
574
$11.2K ﹤0.01%
182
575
$11.2K ﹤0.01%
500
21 22
23
24 25