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
26
$1.42M 0.37%
5,138
-163
27
$1.14M 0.3%
28,791
28
$1.08M 0.28%
15,927
-415
29
$1M 0.26%
5,454
30
$1M 0.26%
7,876
-500
31
$956K 0.25%
7,570
-611
32
$935K 0.25%
2,892
33
$929K 0.24%
21,692
-616
34
$926K 0.24%
11,419
35
$855K 0.22%
45,753
+86
36
$761K 0.2%
30,930
37
$752K 0.2%
18,801
-402
38
$734K 0.19%
8,523
-1,491
39
$719K 0.19%
7,513
-1,927
40
$711K 0.19%
6,378
41
$695K 0.18%
4,479
+59
42
$661K 0.17%
8,991
43
$656K 0.17%
28,970
44
$642K 0.17%
6,668
-302
45
$595K 0.16%
6,271
-2,150
46
$585K 0.15%
3,578
-512
47
$579K 0.15%
25,868
48
$578K 0.15%
5,767
+67
49
$559K 0.15%
1,701
+1
50
$557K 0.15%
4,278
+303
1
2
3 4 5