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
826
$1.06K ﹤0.01%
32
827
$1.06K ﹤0.01%
23
828
$1.05K ﹤0.01%
34
829
$1.05K ﹤0.01%
18
830
$1.05K ﹤0.01%
10
831
$1.05K ﹤0.01%
3
832
$1.04K ﹤0.01%
72
833
$1.03K ﹤0.01%
17
834
$1.02K ﹤0.01%
2
835
$1.01K ﹤0.01%
7
836
$1.01K ﹤0.01%
150
837
$1K ﹤0.01%
12
838
$996 ﹤0.01%
2
839
$991 ﹤0.01%
5
840
$967 ﹤0.01%
3
841
$925 ﹤0.01%
3
842
$923 ﹤0.01%
11
-1
843
$922 ﹤0.01%
20
844
$921 ﹤0.01%
+300
845
$920 ﹤0.01%
14
846
$916 ﹤0.01%
+59
847
$909 ﹤0.01%
79
-50
848
$887 ﹤0.01%
24
849
$869 ﹤0.01%
2
850
$869 ﹤0.01%
26
32 33
34
35 36