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
526
$8.83K ﹤0.01%
99
527
$8.72K ﹤0.01%
212
528
$8.71K ﹤0.01%
107
529
$8.7K ﹤0.01%
41
530
$8.67K ﹤0.01%
150
531
$8.57K ﹤0.01%
56
532
$8.46K ﹤0.01%
363
533
$8.43K ﹤0.01%
112
534
$8.37K ﹤0.01%
550
+200
535
$8.32K ﹤0.01%
153
536
$8.29K ﹤0.01%
629
537
$8.25K ﹤0.01%
63
538
$8.19K ﹤0.01%
1,055
539
$8.18K ﹤0.01%
16
-3
540
$8.17K ﹤0.01%
365
541
$8.13K ﹤0.01%
107
-477
542
$8.13K ﹤0.01%
1,215
-150
543
$8.11K ﹤0.01%
125
544
$7.97K ﹤0.01%
175
545
$7.95K ﹤0.01%
122
546
$7.93K ﹤0.01%
451
547
$7.81K ﹤0.01%
292
548
$7.72K ﹤0.01%
221
549
$7.72K ﹤0.01%
220
550
$7.71K ﹤0.01%
38
20 21
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