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
351
$19K 0.01%
80
+78
352
$19K 0.01%
1,728
353
$19K 0.01%
2,060
354
$19K 0.01%
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58
356
$18K ﹤0.01%
200
357
$18K ﹤0.01%
2,046
358
$18K ﹤0.01%
850
359
$18K ﹤0.01%
605
360
$18K ﹤0.01%
678
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361
$18K ﹤0.01%
460
362
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1,455
363
$18K ﹤0.01%
1,500
364
$17K ﹤0.01%
540
365
$17K ﹤0.01%
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366
$17K ﹤0.01%
369
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372
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373
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+1,000
374
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460
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$16K ﹤0.01%
1,100
13 14
15
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