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
26
$1.73M 0.34%
5,730
-166
27
$1.63M 0.32%
21,660
-892
28
$1.59M 0.31%
89,701
-1,969
29
$1.58M 0.31%
2,934
-4
30
$1.44M 0.28%
28,791
31
$1.35M 0.26%
5,493
32
$1.29M 0.25%
37,721
-287
33
$1.28M 0.25%
2,976
-734
34
$1.23M 0.24%
9,306
35
$1.12M 0.22%
39,820
+350
36
$1.1M 0.21%
16,997
-1,063
37
$1.09M 0.21%
2,776
+1
38
$1.08M 0.21%
20,001
-480
39
$1.07M 0.21%
7,349
+180
40
$1.07M 0.21%
8,144
-3
41
$1.05M 0.21%
7,436
42
$1.01M 0.2%
2,829
-125
43
$1M 0.2%
45,334
+12,764
44
$997K 0.19%
4,696
-10
45
$970K 0.19%
3,553
+243
46
$969K 0.19%
9,622
+3,882
47
$964K 0.19%
20,955
+8,000
48
$908K 0.18%
6,259
-219
49
$865K 0.17%
12,904
+90
50
$855K 0.17%
18,980
-1,402
1
2
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