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
$380M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.74M
3
+$3.98M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.93M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.24M

Top Sells

1
+$855K
2
+$720K
3
+$548K
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$476K
5
COP icon
ConocoPhillips
COP
+$427K

Sector Composition

1 Technology 3.65%
2 Healthcare 1.75%
3 Consumer Discretionary 1.62%
4 Industrials 1.58%
5 Financials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44K 0.01%
1,445
-415
252
$43K 0.01%
1,214
-450
253
$43K 0.01%
436
+165
254
$43K 0.01%
7,314
255
$42K 0.01%
1,280
256
$42K 0.01%
260
+1
257
$41K 0.01%
927
-200
258
$41K 0.01%
140
259
$41K 0.01%
271
260
$40K 0.01%
1,226
261
$40K 0.01%
395
-4,215
262
$40K 0.01%
700
263
$39K 0.01%
430
264
$39K 0.01%
560
265
$39K 0.01%
904
266
$39K 0.01%
795
+2
267
$38K 0.01%
500
268
$38K 0.01%
75
-353
269
$37K 0.01%
1,313
-380
270
$37K 0.01%
375
271
$37K 0.01%
248
272
$37K 0.01%
752
+61
273
$36K 0.01%
1,117
274
$36K 0.01%
845
275
$36K 0.01%
351
+188
9 10
11
12 13