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
476
$11.9K ﹤0.01%
1,015
477
$11.8K ﹤0.01%
156
478
$11.7K ﹤0.01%
300
479
$11.6K ﹤0.01%
24
480
$11.6K ﹤0.01%
679
-123
481
$11.5K ﹤0.01%
801
482
$11.4K ﹤0.01%
39
483
$11.4K ﹤0.01%
121
-1,416
484
$11.3K ﹤0.01%
178
485
$11.3K ﹤0.01%
44
486
$11.3K ﹤0.01%
360
487
$11.2K ﹤0.01%
610
488
$11.2K ﹤0.01%
898
+33
489
$11.1K ﹤0.01%
104
490
$11.1K ﹤0.01%
263
491
$10.9K ﹤0.01%
184
492
$10.7K ﹤0.01%
21
493
$10.7K ﹤0.01%
33
494
$10.6K ﹤0.01%
520
495
$10.5K ﹤0.01%
625
496
$10.4K ﹤0.01%
100
497
$10.4K ﹤0.01%
329
498
$10.4K ﹤0.01%
674
499
$10.3K ﹤0.01%
600
500
$10.2K ﹤0.01%
50
18 19
20
21 22