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
276
$47.8K 0.01%
639
277
$47.8K 0.01%
927
278
$47.4K 0.01%
1,430
-85
279
$47.1K 0.01%
+4,898
280
$47K 0.01%
388
281
$46.6K 0.01%
389
-13
282
$45.8K 0.01%
504
283
$45.8K 0.01%
445
284
$45.8K 0.01%
785
285
$45.7K 0.01%
+1,280
286
$44.8K 0.01%
1,030
287
$44.7K 0.01%
570
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288
$44.4K 0.01%
855
289
$44.2K 0.01%
1,500
290
$44K 0.01%
235
291
$43.8K 0.01%
500
292
$43.8K 0.01%
1,328
293
$42.9K 0.01%
549
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294
$42.7K 0.01%
491
295
$42.4K 0.01%
431
296
$42.4K 0.01%
700
297
$42.1K 0.01%
58
298
$41.7K 0.01%
1,681
-380
299
$41.7K 0.01%
1,750
300
$41.1K 0.01%
665
10 11
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