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
726
$2.67K ﹤0.01%
100
-310
727
$2.61K ﹤0.01%
13
728
$2.55K ﹤0.01%
11
729
$2.51K ﹤0.01%
11
730
$2.48K ﹤0.01%
+112
731
$2.45K ﹤0.01%
14
732
$2.44K ﹤0.01%
261
-1,045
733
$2.42K ﹤0.01%
85
734
$2.42K ﹤0.01%
12
735
$2.42K ﹤0.01%
7
736
$2.37K ﹤0.01%
54
737
$2.36K ﹤0.01%
2
738
$2.32K ﹤0.01%
40
739
$2.29K ﹤0.01%
100
740
$2.27K ﹤0.01%
100
741
$2.26K ﹤0.01%
4
742
$2.23K ﹤0.01%
34
743
$2.22K ﹤0.01%
29
744
$2.21K ﹤0.01%
35
745
$2.21K ﹤0.01%
154
746
$2.2K ﹤0.01%
12
-21
747
$2.19K ﹤0.01%
200
748
$2.18K ﹤0.01%
9
749
$2.1K ﹤0.01%
+265
750
$2.08K ﹤0.01%
7
28 29
30
31 32