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
401
$20K ﹤0.01%
46
402
$20K ﹤0.01%
812
-946
403
$19.9K ﹤0.01%
337
404
$19.8K ﹤0.01%
2,046
405
$19.6K ﹤0.01%
530
406
$19.4K ﹤0.01%
30
-25
407
$19.3K ﹤0.01%
561
408
$19.2K ﹤0.01%
455
409
$19.2K ﹤0.01%
1,750
410
$18.9K ﹤0.01%
115
411
$18.8K ﹤0.01%
131
412
$18.7K ﹤0.01%
642
413
$18.4K ﹤0.01%
142
414
$18.3K ﹤0.01%
2,060
415
$18.2K ﹤0.01%
122
416
$18.2K ﹤0.01%
371
-4,024
417
$18K ﹤0.01%
523
418
$17.9K ﹤0.01%
118
-262
419
$17.9K ﹤0.01%
975
420
$17.8K ﹤0.01%
89
+68
421
$17.8K ﹤0.01%
206
-2,658
422
$17.7K ﹤0.01%
468
423
$17.7K ﹤0.01%
200
424
$17.4K ﹤0.01%
1,770
-185
425
$17.3K ﹤0.01%
400
15 16
17
18 19