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
676
$4.63K ﹤0.01%
67
677
$4.54K ﹤0.01%
131
678
$4.54K ﹤0.01%
159
+75
679
$4.51K ﹤0.01%
66
680
$4.47K ﹤0.01%
400
681
$4.32K ﹤0.01%
305
-900
682
$4.21K ﹤0.01%
53
683
$4.17K ﹤0.01%
+500
684
$4.16K ﹤0.01%
52
-12
685
$4.11K ﹤0.01%
100
686
$4.06K ﹤0.01%
34
+10
687
$4.05K ﹤0.01%
50
688
$4.05K ﹤0.01%
23
689
$4.05K ﹤0.01%
31
690
$4.03K ﹤0.01%
19
-4
691
$3.96K ﹤0.01%
85
692
$3.9K ﹤0.01%
133
693
$3.89K ﹤0.01%
300
694
$3.88K ﹤0.01%
100
695
$3.86K ﹤0.01%
1,400
696
$3.83K ﹤0.01%
53
+40
697
$3.82K ﹤0.01%
30
698
$3.79K ﹤0.01%
100
699
$3.77K ﹤0.01%
110
700
$3.73K ﹤0.01%
+50
26 27
28
29 30