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
376
$24.5K ﹤0.01%
487
377
$24.4K ﹤0.01%
226
378
$24.1K ﹤0.01%
1,092
379
$24.1K ﹤0.01%
714
380
$23.6K ﹤0.01%
288
381
$23.6K ﹤0.01%
114
382
$23.1K ﹤0.01%
85
+46
383
$23.1K ﹤0.01%
740
384
$22.3K ﹤0.01%
346
-72
385
$22.2K ﹤0.01%
471
-1,258
386
$22.2K ﹤0.01%
401
387
$21.9K ﹤0.01%
618
388
$21.7K ﹤0.01%
388
389
$21.4K ﹤0.01%
165
390
$21.3K ﹤0.01%
960
391
$21.3K ﹤0.01%
540
392
$21.1K ﹤0.01%
985
+135
393
$21K ﹤0.01%
369
394
$20.9K ﹤0.01%
460
+215
395
$20.7K ﹤0.01%
1,210
396
$20.7K ﹤0.01%
200
397
$20.6K ﹤0.01%
605
398
$20.3K ﹤0.01%
1,432
399
$20.2K ﹤0.01%
425
-3,423
400
$20.1K ﹤0.01%
1,498
14 15
16
17 18