HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
+11.14%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$574M
AUM Growth
+$62.4M
(+12%)
Cap. Flow
+$6.47M
Cap. Flow
% of AUM
1.13%
Top 10 Holdings %
Top 10 Hldgs %
73.56%
Holding
831
New
47
Increased
90
Reduced
129
Closed
91
Top Buys
| 1 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$4.57M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.89M |
| 3 |
Regions Financial
RF
|
+$1.63M |
| 4 |
Cincinnati Financial
CINF
|
+$1.57M |
| 5 |
Waste Management
WM
|
+$980K |
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.63M |
| 2 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
+$2.46M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.51M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$589K |
| 5 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
+$494K |
Sector Composition
| 1 | Technology | 3.99% |
| 2 | Consumer Discretionary | 2.16% |
| 3 | Financials | 2% |
| 4 | Industrials | 1.63% |
| 5 | Healthcare | 1.48% |
