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
201
$178K 0.02%
325
+113
202
$173K 0.02%
1,455
203
$172K 0.02%
3,260
204
$172K 0.02%
3,444
+1,885
205
$171K 0.02%
632
206
$171K 0.02%
1,662
+319
207
$167K 0.02%
1,502
208
$167K 0.02%
980
209
$167K 0.02%
3,680
+762
210
$166K 0.02%
1,500
211
$164K 0.02%
119
212
$162K 0.02%
3,045
+1,430
213
$162K 0.02%
1,600
-3
214
$162K 0.02%
1,660
215
$160K 0.02%
857
-995
216
$159K 0.02%
2,611
-255
217
$159K 0.02%
1,209
218
$156K 0.02%
2,145
219
$155K 0.02%
15,640
-290
220
$155K 0.02%
2,000
221
$154K 0.02%
2,587
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222
$154K 0.02%
232
223
$153K 0.02%
2,724
-199
224
$150K 0.02%
4,816
225
$146K 0.02%
7,535
-4,151
7 8
9
10 11