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
176
$215K 0.03%
5,072
+645
177
$212K 0.03%
7,383
178
$209K 0.03%
+5,880
179
$205K 0.03%
2,000
180
$205K 0.03%
1,963
+7
181
$204K 0.03%
750
182
$197K 0.03%
5,225
183
$197K 0.03%
345
184
$196K 0.03%
4,520
185
$195K 0.03%
755
186
$194K 0.03%
1,171
187
$193K 0.03%
5,385
-1,591
188
$191K 0.03%
1,185
189
$189K 0.03%
1,077
-486
190
$186K 0.03%
3,285
191
$186K 0.03%
1,271
+685
192
$185K 0.03%
3,058
-125
193
$185K 0.02%
1,400
194
$183K 0.02%
3,529
195
$183K 0.02%
3,053
+153
196
$181K 0.02%
1,655
197
$180K 0.02%
2,321
+925
198
$179K 0.02%
7,887
-1,241
199
$179K 0.02%
1,354
200
$179K 0.02%
1,210
6 7
8
9 10