HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
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
+$5.59M
2
+$5.32M
3
+$4.4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.31M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.5M

Top Sells

1
+$978K
2
+$720K
3
+$573K
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$528K
5
COP icon
ConocoPhillips
COP
+$420K

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
476
$8K ﹤0.01%
101
477
$8K ﹤0.01%
291
478
$8K ﹤0.01%
302
-303
479
$7K ﹤0.01%
725
480
$7K ﹤0.01%
467
481
$7K ﹤0.01%
230
482
$7K ﹤0.01%
173
483
$7K ﹤0.01%
312
-119
484
$7K ﹤0.01%
200
485
$7K ﹤0.01%
818
486
$7K ﹤0.01%
143
487
$7K ﹤0.01%
6,500
488
$7K ﹤0.01%
145
489
$7K ﹤0.01%
20
490
$7K ﹤0.01%
543
491
$7K ﹤0.01%
50
492
$7K ﹤0.01%
+100
493
$7K ﹤0.01%
50
-335
494
$7K ﹤0.01%
47
-93
495
$6K ﹤0.01%
1,149
496
$6K ﹤0.01%
187
497
$6K ﹤0.01%
25
498
$6K ﹤0.01%
153
499
$6K ﹤0.01%
83
-14
500
$6K ﹤0.01%
340
18 19
20
21 22