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
776
$1.7K ﹤0.01%
7
777
$1.66K ﹤0.01%
10
778
$1.65K ﹤0.01%
21
779
$1.65K ﹤0.01%
9
780
$1.64K ﹤0.01%
159
781
$1.64K ﹤0.01%
200
-205
782
$1.63K ﹤0.01%
2
783
$1.63K ﹤0.01%
50
784
$1.62K ﹤0.01%
7
785
$1.59K ﹤0.01%
36
786
$1.58K ﹤0.01%
6
787
$1.53K ﹤0.01%
7
788
$1.5K ﹤0.01%
40
-450
789
$1.48K ﹤0.01%
50
790
$1.46K ﹤0.01%
25
791
$1.44K ﹤0.01%
8
792
$1.43K ﹤0.01%
+22
793
$1.4K ﹤0.01%
19
794
$1.4K ﹤0.01%
6
795
$1.37K ﹤0.01%
9
796
$1.35K ﹤0.01%
21
797
$1.34K ﹤0.01%
43
798
$1.34K ﹤0.01%
12
-1
799
$1.33K ﹤0.01%
6
800
$1.33K ﹤0.01%
52
30 31
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