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
251
$61K 0.01%
3,580
252
$60.6K 0.01%
303
253
$60.6K 0.01%
258
254
$60.1K 0.01%
593
255
$60K 0.01%
1,550
-100
256
$59.6K 0.01%
542
257
$59.6K 0.01%
785
258
$59.4K 0.01%
265
259
$57.3K 0.01%
1,109
260
$57.1K 0.01%
1,170
261
$56.8K 0.01%
1,550
262
$55.6K 0.01%
750
263
$55.3K 0.01%
1,100
264
$54.1K 0.01%
1,466
-20
265
$53.7K 0.01%
410
+300
266
$53.5K 0.01%
750
267
$53.1K 0.01%
2,500
-2,230
268
$51.2K 0.01%
484
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269
$50.8K 0.01%
1,018
-309
270
$50.6K 0.01%
2,450
271
$49.3K 0.01%
800
272
$49.2K 0.01%
2,780
273
$49.1K 0.01%
2,440
274
$48.1K 0.01%
890
275
$48K 0.01%
335
+125
9 10
11
12 13