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
576
$6.98K ﹤0.01%
95
577
$6.98K ﹤0.01%
114
578
$6.91K ﹤0.01%
116
579
$6.89K ﹤0.01%
70
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581
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582
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50
585
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+72
586
$6.63K ﹤0.01%
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588
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$6.53K ﹤0.01%
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591
$6.39K ﹤0.01%
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+50
592
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596
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$6.3K ﹤0.01%
187
598
$6.29K ﹤0.01%
50
599
$6.29K ﹤0.01%
156
-120
600
$6.25K ﹤0.01%
100
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