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
426
$11K ﹤0.01%
156
+1
427
$11K ﹤0.01%
1,365
428
$11K ﹤0.01%
433
429
$11K ﹤0.01%
477
430
$10K ﹤0.01%
+360
431
$10K ﹤0.01%
450
432
$10K ﹤0.01%
248
-225
433
$10K ﹤0.01%
371
-1,229
434
$10K ﹤0.01%
192
435
$10K ﹤0.01%
58
+31
436
$10K ﹤0.01%
+400
437
$10K ﹤0.01%
2,250
438
$10K ﹤0.01%
299
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439
$10K ﹤0.01%
79
440
$10K ﹤0.01%
2,166
441
$10K ﹤0.01%
1,015
442
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100
443
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520
444
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156
445
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204
446
$10K ﹤0.01%
133
447
$10K ﹤0.01%
4,000
448
$9K ﹤0.01%
62
449
$9K ﹤0.01%
300
+200
450
$9K ﹤0.01%
242
-550
16 17
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