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
351
$28.6K 0.01%
670
352
$28.6K 0.01%
310
353
$28K 0.01%
310
354
$27.7K 0.01%
2,600
355
$27.3K 0.01%
890
+101
356
$27.1K 0.01%
1,215
357
$26.8K 0.01%
479
358
$26.7K 0.01%
301
359
$26.6K 0.01%
320
360
$26.5K 0.01%
450
361
$26.5K 0.01%
246
362
$26.3K 0.01%
115
-50
363
$26.2K 0.01%
1,033
364
$26.1K 0.01%
590
365
$26.1K 0.01%
444
366
$26.1K 0.01%
767
367
$25.8K 0.01%
676
368
$25.4K 0.01%
2,000
-1,805
369
$25.2K ﹤0.01%
2,076
370
$25.2K ﹤0.01%
1,125
371
$25K ﹤0.01%
200
372
$25K ﹤0.01%
1,111
373
$25K ﹤0.01%
3,914
374
$24.9K ﹤0.01%
+150
375
$24.6K ﹤0.01%
219
13 14
15
16 17