HWA

HHM Wealth Advisors Portfolio holdings

AUM $864M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
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
526
$5K ﹤0.01%
195
527
$5K ﹤0.01%
1,112
528
$5K ﹤0.01%
44
529
$5K ﹤0.01%
1,055
530
$5K ﹤0.01%
1,364
531
$5K ﹤0.01%
87
-66
532
$5K ﹤0.01%
100
533
$5K ﹤0.01%
210
534
$5K ﹤0.01%
833
535
$5K ﹤0.01%
112
-131
536
$5K ﹤0.01%
189
537
$5K ﹤0.01%
320
-373
538
$5K ﹤0.01%
53
539
$5K ﹤0.01%
3,013
540
$5K ﹤0.01%
50
541
$5K ﹤0.01%
229
542
$5K ﹤0.01%
135
-278
543
$5K ﹤0.01%
+233
544
$5K ﹤0.01%
1,740
545
$5K ﹤0.01%
426
546
$4K ﹤0.01%
700
547
$4K ﹤0.01%
+300
548
$4K ﹤0.01%
126
549
$4K ﹤0.01%
20
550
$4K ﹤0.01%
100
20 21
22
23 24