HWA

HHM Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
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
UNH icon
51
UnitedHealth
UNH
$330B
$1.54M 0.21%
2,947
+26
VOO icon
52
Vanguard S&P 500 ETF
VOO
$779B
$1.39M 0.19%
2,708
+49
PNFP icon
53
Pinnacle Financial Partners
PNFP
$6.76B
$1.37M 0.18%
12,939
-17
TSLA icon
54
Tesla
TSLA
$1.52T
$1.37M 0.18%
5,275
+55
DXPE icon
55
DXP Enterprises
DXPE
$1.94B
$1.36M 0.18%
16,578
-3,178
XOM icon
56
Exxon Mobil
XOM
$492B
$1.36M 0.18%
11,446
+529
VTI icon
57
Vanguard Total Stock Market ETF
VTI
$559B
$1.35M 0.18%
4,927
+95
RWO icon
58
SPDR Dow Jones Global Real Estate ETF
RWO
$1.16B
$1.31M 0.18%
30,130
-3,775
NFLX icon
59
Netflix
NFLX
$466B
$1.31M 0.18%
1,400
+40
TM icon
60
Toyota
TM
$273B
$1.22M 0.16%
6,895
ISTB icon
61
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.5B
$1.19M 0.16%
24,636
-7,903
CSCO icon
62
Cisco
CSCO
$282B
$1.17M 0.16%
18,979
+101
IWF icon
63
iShares Russell 1000 Growth ETF
IWF
$127B
$1.12M 0.15%
3,105
RSP icon
64
Invesco S&P 500 Equal Weight ETF
RSP
$75.5B
$1.08M 0.15%
6,253
+7
MAA icon
65
Mid-America Apartment Communities
MAA
$15.7B
$1.05M 0.14%
6,255
-1
QQQ icon
66
Invesco QQQ Trust
QQQ
$398B
$994K 0.13%
2,120
+40
SCHX icon
67
Schwab US Large- Cap ETF
SCHX
$62.5B
$984K 0.13%
44,577
UBER icon
68
Uber
UBER
$200B
$919K 0.12%
12,616
-1,000
VCSH icon
69
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$906K 0.12%
11,482
-1,680
SDY icon
70
SPDR S&P Dividend ETF
SDY
$20.3B
$892K 0.12%
6,575
KO icon
71
Coca-Cola
KO
$299B
$888K 0.12%
12,393
+1,930
JNJ icon
72
Johnson & Johnson
JNJ
$458B
$830K 0.11%
5,002
-89
GLD icon
73
SPDR Gold Trust
GLD
$128B
$796K 0.11%
2,761
-46
UNP icon
74
Union Pacific
UNP
$129B
$782K 0.11%
3,309
ABT icon
75
Abbott
ABT
$220B
$757K 0.1%
5,710
-805
1 2
3
4 5