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
101
$533K 0.07%
2,572
102
$532K 0.07%
6,298
+1,135
103
$505K 0.07%
8,831
-285
104
$504K 0.07%
1,074
105
$495K 0.07%
6,897
+1
106
$493K 0.07%
1,574
+79
107
$492K 0.07%
5,106
108
$479K 0.06%
506
+39
109
$463K 0.06%
844
+55
110
$460K 0.06%
3,067
+127
111
$458K 0.06%
1,729
112
$451K 0.06%
9,635
+7,047
113
$445K 0.06%
796
+8
114
$441K 0.06%
12,915
115
$440K 0.06%
8,686
+3,679
116
$438K 0.06%
2,073
117
$424K 0.06%
8,340
+1,461
118
$424K 0.06%
9,998
119
$413K 0.06%
1,171
120
$412K 0.06%
3,180
+410
121
$412K 0.06%
3,565
-45
122
$408K 0.06%
5,216
+336
123
$404K 0.05%
1,200
124
$400K 0.05%
1,283
+25
125
$391K 0.05%
1,453
3 4
5
6 7