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
651
$6.25K ﹤0.01%
221
652
$6.24K ﹤0.01%
38
653
$6.15K ﹤0.01%
1,615
654
$6.13K ﹤0.01%
120
655
$6.08K ﹤0.01%
10
656
$5.98K ﹤0.01%
39
657
$5.98K ﹤0.01%
466
658
$5.85K ﹤0.01%
100
-20
659
$5.8K ﹤0.01%
23
660
$5.75K ﹤0.01%
175
661
$5.67K ﹤0.01%
200
662
$5.66K ﹤0.01%
+56
663
$5.66K ﹤0.01%
164
664
$5.6K ﹤0.01%
19
665
$5.57K ﹤0.01%
90
666
$5.24K ﹤0.01%
115
667
$5.22K ﹤0.01%
565
-300
668
$5.08K ﹤0.01%
23
669
$5.06K ﹤0.01%
+234
670
$5.05K ﹤0.01%
1,215
671
$5.05K ﹤0.01%
200
672
$5.04K ﹤0.01%
32
-24
673
$4.83K ﹤0.01%
52
674
$4.71K ﹤0.01%
439
+9
675
$4.65K ﹤0.01%
175
-4
25 26
27
28 29