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
576
$10.9K ﹤0.01%
400
577
$10.8K ﹤0.01%
210
578
$10.8K ﹤0.01%
554
579
$10.8K ﹤0.01%
77
580
$10.7K ﹤0.01%
200
581
$10.5K ﹤0.01%
200
+32
582
$10.5K ﹤0.01%
50
583
$10.4K ﹤0.01%
204
584
$10.3K ﹤0.01%
306
585
$10.3K ﹤0.01%
115
-1
586
$10.2K ﹤0.01%
328
587
$10.2K ﹤0.01%
270
588
$10.2K ﹤0.01%
460
589
$10.2K ﹤0.01%
59
590
$10.1K ﹤0.01%
187
591
$10K ﹤0.01%
100
-2
592
$9.98K ﹤0.01%
345
+2
593
$9.91K ﹤0.01%
2,027
594
$9.83K ﹤0.01%
78
595
$9.8K ﹤0.01%
232
596
$9.62K ﹤0.01%
34
597
$9.59K ﹤0.01%
639
598
$9.55K ﹤0.01%
622
599
$9.52K ﹤0.01%
200
600
$9.46K ﹤0.01%
70
-2
22 23
24
25 26