HWA

HHM Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.19M
3
+$1.59M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.51M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.17M

Top Sells

1
+$10.5M
2
+$676K
3
+$527K
4
DJD icon
Invesco Dow Jones Industrial Average Dividend ETF
DJD
+$411K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$405K

Sector Composition

1 Technology 3.92%
2 Consumer Discretionary 2.17%
3 Healthcare 1.59%
4 Industrials 1.38%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$74.7K 0.01%
798
227
$74.5K 0.01%
3,900
228
$74.2K 0.01%
2,965
229
$71.2K 0.01%
720
230
$71.1K 0.01%
4,442
231
$70.9K 0.01%
500
232
$70.4K 0.01%
1,047
233
$69.7K 0.01%
255
234
$69K 0.01%
5,385
235
$68.8K 0.01%
3,140
+1,540
236
$68.4K 0.01%
825
237
$68.2K 0.01%
1,250
238
$67.7K 0.01%
1,649
+22
239
$66.2K 0.01%
1,483
-923
240
$66.1K 0.01%
318
+266
241
$65.6K 0.01%
623
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242
$65.4K 0.01%
202
243
$64.7K 0.01%
577
244
$64.7K 0.01%
910
245
$64.4K 0.01%
1,518
246
$64.3K 0.01%
2,194
247
$63.3K 0.01%
515
-1,680
248
$62.6K 0.01%
767
+26
249
$61.8K 0.01%
169
250
$61.6K 0.01%
+1,263
8 9
10
11 12