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
326
$25K 0.01%
244
327
$25K 0.01%
1,125
328
$24K 0.01%
486
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329
$24K 0.01%
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330
$24K 0.01%
960
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$23K 0.01%
834
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332
$23K 0.01%
120
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333
$23K 0.01%
3,914
334
$23K 0.01%
561
335
$23K 0.01%
219
336
$23K 0.01%
2,600
337
$23K 0.01%
350
338
$22K 0.01%
490
-500
339
$22K 0.01%
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340
$22K 0.01%
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341
$22K 0.01%
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342
$22K 0.01%
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343
$21K 0.01%
25
344
$21K 0.01%
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345
$21K 0.01%
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346
$20K 0.01%
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348
$20K 0.01%
1,768
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349
$19K 0.01%
588
350
$19K 0.01%
109
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