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
876
$538 ﹤0.01%
5
877
$526 ﹤0.01%
1
878
$503 ﹤0.01%
53
+2
879
$470 ﹤0.01%
4
880
$445 ﹤0.01%
484
881
$441 ﹤0.01%
12
882
$428 ﹤0.01%
60
+40
883
$410 ﹤0.01%
+8
884
$400 ﹤0.01%
2
885
$378 ﹤0.01%
4
886
$375 ﹤0.01%
2
887
$352 ﹤0.01%
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888
$328 ﹤0.01%
1
889
$325 ﹤0.01%
113
890
$324 ﹤0.01%
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891
$267 ﹤0.01%
+7
892
$254 ﹤0.01%
10
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$243 ﹤0.01%
+50
894
$241 ﹤0.01%
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895
$236 ﹤0.01%
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896
$222 ﹤0.01%
126
-12
897
$189 ﹤0.01%
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898
$186 ﹤0.01%
2
-2
899
$182 ﹤0.01%
3
900
$167 ﹤0.01%
3
34 35
36
37 38