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
751
$2.04K ﹤0.01%
200
752
$2.01K ﹤0.01%
20
753
$1.99K ﹤0.01%
10
754
$1.98K ﹤0.01%
100
-100
755
$1.98K ﹤0.01%
2
756
$1.97K ﹤0.01%
82
757
$1.94K ﹤0.01%
4
758
$1.91K ﹤0.01%
9
759
$1.9K ﹤0.01%
27
+2
760
$1.89K ﹤0.01%
7
761
$1.87K ﹤0.01%
1
762
$1.87K ﹤0.01%
+13
763
$1.86K ﹤0.01%
11
764
$1.85K ﹤0.01%
1
765
$1.84K ﹤0.01%
1
766
$1.83K ﹤0.01%
65
767
$1.83K ﹤0.01%
14
768
$1.81K ﹤0.01%
22
769
$1.81K ﹤0.01%
7
770
$1.8K ﹤0.01%
16
771
$1.77K ﹤0.01%
40
772
$1.76K ﹤0.01%
+42
773
$1.75K ﹤0.01%
49
774
$1.75K ﹤0.01%
23
775
$1.74K ﹤0.01%
+100
29 30
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32 33