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
126
$378K 0.05%
2,260
+570
127
$378K 0.05%
2,314
-155
128
$368K 0.05%
740
+159
129
$368K 0.05%
8,947
+19
130
$366K 0.05%
6,648
131
$351K 0.05%
4,309
132
$343K 0.05%
12,899
-603
133
$340K 0.05%
1,660
-40
134
$336K 0.05%
721
-17
135
$333K 0.04%
1,339
-102
136
$328K 0.04%
2,332
+9
137
$325K 0.04%
5,945
-26
138
$324K 0.04%
11,467
-884
139
$323K 0.04%
3,595
+571
140
$322K 0.04%
8,568
141
$319K 0.04%
2,191
142
$310K 0.04%
7,119
+9
143
$306K 0.04%
3,831
-1,161
144
$303K 0.04%
679
-6
145
$296K 0.04%
5,017
+5
146
$294K 0.04%
1,917
+66
147
$290K 0.04%
3,791
148
$283K 0.04%
2,576
+2
149
$282K 0.04%
1,570
-32
150
$281K 0.04%
1,910
-306
4 5
6
7 8