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
851
$850 ﹤0.01%
12
+1
852
$846 ﹤0.01%
+12
853
$845 ﹤0.01%
5
854
$792 ﹤0.01%
+13
855
$778 ﹤0.01%
40
856
$777 ﹤0.01%
5
857
$775 ﹤0.01%
11
858
$773 ﹤0.01%
5
859
$761 ﹤0.01%
14
-250
860
$753 ﹤0.01%
17
861
$747 ﹤0.01%
9
862
$743 ﹤0.01%
9
863
$740 ﹤0.01%
2
864
$736 ﹤0.01%
13
865
$734 ﹤0.01%
5
866
$708 ﹤0.01%
5
867
$671 ﹤0.01%
6
868
$663 ﹤0.01%
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869
$652 ﹤0.01%
50
870
$644 ﹤0.01%
2
871
$632 ﹤0.01%
100
872
$620 ﹤0.01%
+100
873
$618 ﹤0.01%
60
874
$570 ﹤0.01%
100
875
$561 ﹤0.01%
1
33 34
35
36 37