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
76
$753K 0.1%
5,842
+6
77
$739K 0.1%
17,713
+843
78
$729K 0.1%
7,343
-144
79
$728K 0.1%
12,127
-396
80
$724K 0.1%
26,249
-91
81
$712K 0.1%
1,235
-101
82
$699K 0.09%
3,494
-16
83
$658K 0.09%
2,110
-10
84
$644K 0.09%
21,645
+2,850
85
$641K 0.09%
4,585
-50
86
$632K 0.09%
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-198
87
$620K 0.08%
10,620
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88
$619K 0.08%
2,656
-2,770
89
$618K 0.08%
10,657
-32
90
$618K 0.08%
7,625
91
$613K 0.08%
4,628
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92
$606K 0.08%
3,821
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93
$600K 0.08%
4,292
+273
94
$594K 0.08%
4,870
95
$589K 0.08%
3,520
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96
$570K 0.08%
2,618
97
$567K 0.08%
6,315
-133
98
$560K 0.08%
2,525
-200
99
$547K 0.07%
5,542
-34
100
$535K 0.07%
5,560
+190
2 3
4
5 6