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
376
$16K ﹤0.01%
1,350
377
$16K ﹤0.01%
200
378
$16K ﹤0.01%
625
379
$16K ﹤0.01%
1,275
380
$16K ﹤0.01%
251
-1,203
381
$15K ﹤0.01%
200
382
$15K ﹤0.01%
500
383
$15K ﹤0.01%
220
384
$15K ﹤0.01%
530
385
$15K ﹤0.01%
54
+32
386
$15K ﹤0.01%
75
387
$15K ﹤0.01%
163
-213
388
$14K ﹤0.01%
800
389
$14K ﹤0.01%
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390
$14K ﹤0.01%
52
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391
$14K ﹤0.01%
400
392
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20
393
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$14K ﹤0.01%
70
395
$14K ﹤0.01%
502
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396
$13K ﹤0.01%
224
397
$13K ﹤0.01%
+68
398
$13K ﹤0.01%
200
399
$13K ﹤0.01%
150
400
$13K ﹤0.01%
294
14 15
16
17 18