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
701
$3.73K ﹤0.01%
+50
702
$3.54K ﹤0.01%
60
703
$3.49K ﹤0.01%
425
+75
704
$3.48K ﹤0.01%
+100
705
$3.46K ﹤0.01%
175
706
$3.37K ﹤0.01%
39
+19
707
$3.27K ﹤0.01%
+100
708
$3.27K ﹤0.01%
18
709
$3.16K ﹤0.01%
46
710
$3.15K ﹤0.01%
29
-7
711
$3.14K ﹤0.01%
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712
$3.12K ﹤0.01%
30
713
$3.07K ﹤0.01%
225
714
$3.07K ﹤0.01%
10
715
$3.06K ﹤0.01%
124
-144
716
$2.98K ﹤0.01%
+135
717
$2.97K ﹤0.01%
+100
718
$2.95K ﹤0.01%
8
719
$2.92K ﹤0.01%
11
720
$2.89K ﹤0.01%
47
+11
721
$2.79K ﹤0.01%
13
722
$2.77K ﹤0.01%
135
723
$2.76K ﹤0.01%
35
724
$2.76K ﹤0.01%
+160
725
$2.68K ﹤0.01%
26
-7
27 28
29
30 31