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
626
$7.65K ﹤0.01%
138
627
$7.64K ﹤0.01%
82
+1
628
$7.57K ﹤0.01%
196
-20
629
$7.54K ﹤0.01%
600
630
$7.49K ﹤0.01%
114
-4
631
$7.45K ﹤0.01%
98
632
$7.3K ﹤0.01%
2,500
633
$7.17K ﹤0.01%
500
634
$7.1K ﹤0.01%
980
+532
635
$7.05K ﹤0.01%
377
636
$6.99K ﹤0.01%
700
637
$6.96K ﹤0.01%
75
638
$6.95K ﹤0.01%
725
639
$6.94K ﹤0.01%
13
640
$6.87K ﹤0.01%
+50
641
$6.85K ﹤0.01%
200
642
$6.8K ﹤0.01%
166
-3
643
$6.79K ﹤0.01%
946
644
$6.78K ﹤0.01%
173
645
$6.68K ﹤0.01%
122
646
$6.64K ﹤0.01%
29
647
$6.5K ﹤0.01%
96
648
$6.5K ﹤0.01%
116
649
$6.39K ﹤0.01%
92
+2
650
$6.36K ﹤0.01%
107
24 25
26
27 28