HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
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
401
$13K ﹤0.01%
2,500
402
$13K ﹤0.01%
268
-286
403
$13K ﹤0.01%
375
-300
404
$13K ﹤0.01%
2,000
405
$13K ﹤0.01%
445
+99
406
$13K ﹤0.01%
510
407
$12K ﹤0.01%
431
-2,450
408
$12K ﹤0.01%
129
409
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125
-50
410
$12K ﹤0.01%
620
411
$12K ﹤0.01%
105
412
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413
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64
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414
$12K ﹤0.01%
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-500
415
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214
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416
$12K ﹤0.01%
204
417
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418
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419
$11K ﹤0.01%
50
420
$11K ﹤0.01%
216
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421
$11K ﹤0.01%
666
422
$11K ﹤0.01%
300
423
$11K ﹤0.01%
156
+1
424
$11K ﹤0.01%
1,365
425
$11K ﹤0.01%
433
15 16
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