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
301
$40.8K 0.01%
375
302
$40.4K 0.01%
1,195
303
$40.3K 0.01%
1,082
304
$40.1K 0.01%
1,248
305
$39.8K 0.01%
1,267
306
$39.8K 0.01%
91
307
$39.7K 0.01%
795
308
$39.5K 0.01%
172
309
$39.3K 0.01%
610
-100
310
$38.1K 0.01%
275
311
$38K 0.01%
247
312
$37.8K 0.01%
430
313
$37.3K 0.01%
396
314
$37.2K 0.01%
233
315
$36.9K 0.01%
586
-452
316
$36.8K 0.01%
694
317
$36.7K 0.01%
80
318
$36.4K 0.01%
395
+240
319
$36.3K 0.01%
127
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320
$36.3K 0.01%
3,560
321
$35.8K 0.01%
400
322
$35.5K 0.01%
150
-150
323
$35.4K 0.01%
585
324
$35.1K 0.01%
600
325
$34.2K 0.01%
248
11 12
13
14 15