HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
+0.62%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$735M
AUM Growth
+$30.4M
(+4.3%)
Cap. Flow
+$32.9M
Cap. Flow
% of AUM
4.47%
Top 10 Holdings %
Top 10 Hldgs %
66.66%
Holding
1,050
New
270
Increased
295
Reduced
98
Closed
38
Top Buys
| 1 |
Apple
AAPL
|
$3.56M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$3.16M |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$2.86M |
| 4 |
Microsoft
MSFT
|
$2.27M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.27M |
Top Sells
| 1 |
2x Bitcoin Strategy ETF
BITX
|
$1.48M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$998K |
| 3 |
ServisFirst Bancshares
SFBS
|
$694K |
| 4 |
Regions Financial
RF
|
$333K |
| 5 |
Invesco QQQ Trust
QQQ
|
$299K |
Sector Composition
| 1 | Technology | 6.13% |
| 2 | Consumer Discretionary | 2.74% |
| 3 | Financials | 2.63% |
| 4 | Industrials | 2.25% |
| 5 | Healthcare | 1.56% |
