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
276
$36K 0.01%
718
+2
277
$36K 0.01%
+3,500
278
$35K 0.01%
84
+6
279
$35K 0.01%
800
-70
280
$35K 0.01%
730
-239
281
$34K 0.01%
165
282
$34K 0.01%
256
283
$33K 0.01%
320
284
$33K 0.01%
5,372
285
$33K 0.01%
393
286
$33K 0.01%
1,355
287
$32K 0.01%
2,076
288
$32K 0.01%
230
289
$31K 0.01%
493
+311
290
$31K 0.01%
217
+65
291
$31K 0.01%
290
292
$31K 0.01%
777
+676
293
$31K 0.01%
396
294
$31K 0.01%
479
295
$31K 0.01%
209
296
$31K 0.01%
248
297
$30K 0.01%
370
-1,139
298
$30K 0.01%
1,340
299
$30K 0.01%
55
-160
300
$30K 0.01%
400
10 11
12
13 14