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
551
$7.7K ﹤0.01%
479
552
$7.65K ﹤0.01%
141
553
$7.64K ﹤0.01%
467
554
$7.64K ﹤0.01%
725
555
$7.63K ﹤0.01%
114
556
$7.61K ﹤0.01%
230
557
$7.54K ﹤0.01%
23
558
$7.54K ﹤0.01%
224
559
$7.52K ﹤0.01%
164
560
$7.5K ﹤0.01%
29
561
$7.47K ﹤0.01%
688
+18
562
$7.41K ﹤0.01%
51
563
$7.38K ﹤0.01%
1,210
564
$7.38K ﹤0.01%
450
565
$7.38K ﹤0.01%
101
566
$7.36K ﹤0.01%
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567
$7.21K ﹤0.01%
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568
$7.2K ﹤0.01%
113
569
$7.18K ﹤0.01%
342
570
$7.14K ﹤0.01%
29
571
$7.08K ﹤0.01%
25
572
$7.08K ﹤0.01%
2,063
-356
573
$7.06K ﹤0.01%
818
574
$7.03K ﹤0.01%
78
-264
575
$6.98K ﹤0.01%
100
21 22
23
24 25