HWA

HHM Wealth Advisors Portfolio holdings

AUM $867M
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
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
+$5.59M
2
+$5.32M
3
+$4.4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.31M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.5M

Top Sells

1
+$978K
2
+$720K
3
+$573K
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$528K
5
COP icon
ConocoPhillips
COP
+$420K

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
376
$16K ﹤0.01%
1,350
377
$16K ﹤0.01%
400
378
$16K ﹤0.01%
625
379
$16K ﹤0.01%
1,275
380
$16K ﹤0.01%
251
-1,203
381
$15K ﹤0.01%
200
382
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500
383
$15K ﹤0.01%
75
384
$15K ﹤0.01%
163
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385
$15K ﹤0.01%
220
386
$15K ﹤0.01%
530
387
$15K ﹤0.01%
54
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388
$14K ﹤0.01%
455
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389
$14K ﹤0.01%
52
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$14K ﹤0.01%
400
391
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20
392
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70
393
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800
395
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396
$13K ﹤0.01%
224
397
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+68
398
$13K ﹤0.01%
294
399
$13K ﹤0.01%
200
400
$13K ﹤0.01%
150
14 15
16
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