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
426
$17.2K ﹤0.01%
224
427
$17.1K ﹤0.01%
328
428
$16.9K ﹤0.01%
1,995
-490
429
$16.9K ﹤0.01%
1,025
+10
430
$16.9K ﹤0.01%
465
431
$16.8K ﹤0.01%
256
-113
432
$16.5K ﹤0.01%
20
433
$16.2K ﹤0.01%
129
434
$16.2K ﹤0.01%
304
435
$16.1K ﹤0.01%
+210
436
$16K ﹤0.01%
1,100
437
$16K ﹤0.01%
43
438
$15.7K ﹤0.01%
268
439
$15.5K ﹤0.01%
160
-6,992
440
$15.4K ﹤0.01%
301
441
$15.2K ﹤0.01%
500
442
$15.2K ﹤0.01%
+83
443
$15.1K ﹤0.01%
88
444
$15K ﹤0.01%
248
445
$15K ﹤0.01%
254
446
$14.9K ﹤0.01%
475
447
$14.8K ﹤0.01%
131
448
$14.8K ﹤0.01%
476
449
$14.8K ﹤0.01%
886
450
$14.7K ﹤0.01%
155
16 17
18
19 20