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
801
$1.32K ﹤0.01%
6
802
$1.32K ﹤0.01%
5
803
$1.32K ﹤0.01%
20
804
$1.31K ﹤0.01%
50
805
$1.29K ﹤0.01%
32
806
$1.28K ﹤0.01%
200
807
$1.27K ﹤0.01%
24
808
$1.22K ﹤0.01%
90
809
$1.21K ﹤0.01%
1,055
810
$1.18K ﹤0.01%
17
811
$1.18K ﹤0.01%
200
812
$1.18K ﹤0.01%
7
813
$1.18K ﹤0.01%
4
814
$1.17K ﹤0.01%
22
815
$1.16K ﹤0.01%
2
816
$1.16K ﹤0.01%
+32
817
$1.15K ﹤0.01%
1,740
818
$1.14K ﹤0.01%
12
819
$1.13K ﹤0.01%
50
820
$1.12K ﹤0.01%
21
821
$1.11K ﹤0.01%
3
822
$1.1K ﹤0.01%
15
823
$1.1K ﹤0.01%
21
824
$1.1K ﹤0.01%
55
825
$1.07K ﹤0.01%
4
31 32
33
34 35