HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
This Quarter Return
+0.62%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$735M
AUM Growth
+$735M
(+4.3%)
Cap. Flow
+$284M
Cap. Flow
% of AUM
38.63%
Top 10 Holdings %
Top 10 Hldgs %
66.66%
Holding
1,050
New
270
Increased
302
Reduced
93
Closed
40
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$89.8M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$71.5M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$60.8M |
| 4 |
Schwab International Equity ETF
SCHF
|
$11.3M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$9.51M |
Top Sells
| 1 |
2x Bitcoin Strategy ETF
BITX
|
$1.48M |
| 2 |
ServisFirst Bancshares
SFBS
|
$694K |
| 3 |
Regions Financial
RF
|
$333K |
| 4 |
Invesco QQQ Trust
QQQ
|
$299K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$241K |
Sector Composition
| 1 | Technology | 6.13% |
| 2 | Consumer Discretionary | 2.74% |
| 3 | Financials | 2.63% |
| 4 | Industrials | 2.25% |
| 5 | Healthcare | 1.56% |
