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
51
$1.54M 0.21%
2,947
+26
52
$1.39M 0.19%
2,708
+49
53
$1.37M 0.18%
12,939
-17
54
$1.37M 0.18%
5,275
+55
55
$1.36M 0.18%
16,578
-3,178
56
$1.36M 0.18%
11,446
+529
57
$1.35M 0.18%
4,927
+95
58
$1.31M 0.18%
30,130
-3,775
59
$1.31M 0.18%
14,000
+400
60
$1.22M 0.16%
6,895
61
$1.19M 0.16%
24,636
-7,903
62
$1.17M 0.16%
18,979
+101
63
$1.12M 0.15%
3,105
64
$1.08M 0.15%
6,253
+7
65
$1.05M 0.14%
6,255
-1
66
$994K 0.13%
2,120
+40
67
$984K 0.13%
44,577
68
$919K 0.12%
12,616
-1,000
69
$906K 0.12%
11,482
-1,680
70
$892K 0.12%
6,575
71
$888K 0.12%
12,393
+1,930
72
$830K 0.11%
5,002
-89
73
$796K 0.11%
2,761
-46
74
$782K 0.11%
3,309
75
$757K 0.1%
5,710
-805
1 2
3
4 5