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
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
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406
$13K ﹤0.01%
510
407
$12K ﹤0.01%
44
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408
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129
409
$12K ﹤0.01%
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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$12K ﹤0.01%
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415
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214
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416
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417
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431
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418
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200
419
$11K ﹤0.01%
192
420
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421
$11K ﹤0.01%
169
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422
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50
423
$11K ﹤0.01%
216
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424
$11K ﹤0.01%
666
425
$11K ﹤0.01%
300
15 16
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