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
601
$9.4K ﹤0.01%
2,250
602
$9.4K ﹤0.01%
76
603
$9.38K ﹤0.01%
388
604
$9.2K ﹤0.01%
221
605
$9.07K ﹤0.01%
158
606
$9.07K ﹤0.01%
195
-2,210
607
$9.06K ﹤0.01%
153
608
$8.96K ﹤0.01%
309
609
$8.77K ﹤0.01%
1,455
+105
610
$8.41K ﹤0.01%
36
611
$8.31K ﹤0.01%
127
612
$8.3K ﹤0.01%
170
613
$8.28K ﹤0.01%
1,210
614
$8.23K ﹤0.01%
200
615
$8.1K ﹤0.01%
60
-5
616
$8.1K ﹤0.01%
88
617
$8.08K ﹤0.01%
27
-3
618
$8K ﹤0.01%
300
-500
619
$7.92K ﹤0.01%
75
-14
620
$7.91K ﹤0.01%
300
621
$7.88K ﹤0.01%
50
622
$7.84K ﹤0.01%
818
623
$7.8K ﹤0.01%
4
624
$7.75K ﹤0.01%
280
625
$7.69K ﹤0.01%
60
23 24
25
26 27