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
151
$281K 0.04%
3,815
-148
152
$280K 0.04%
6,270
153
$280K 0.04%
916
+50
154
$276K 0.04%
4,081
+395
155
$266K 0.04%
491
156
$266K 0.04%
2,490
157
$259K 0.03%
830
+5
158
$259K 0.03%
7,163
159
$254K 0.03%
1,485
-25
160
$253K 0.03%
2,553
-1,899
161
$248K 0.03%
1,018
162
$248K 0.03%
2,006
-9
163
$246K 0.03%
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164
$246K 0.03%
2,834
165
$244K 0.03%
3,030
-1,685
166
$242K 0.03%
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167
$241K 0.03%
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168
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1,407
169
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1,165
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170
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50
171
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3,650
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172
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1,056
+17
173
$222K 0.03%
8,855
-9,150
174
$220K 0.03%
809
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175
$219K 0.03%
8,654
-693
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7
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