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
601
$6.18K ﹤0.01%
25
602
$6.17K ﹤0.01%
89
603
$6.16K ﹤0.01%
44
604
$6.14K ﹤0.01%
50
605
$6.14K ﹤0.01%
172
606
$6.13K ﹤0.01%
2,877
607
$6.12K ﹤0.01%
107
-474
608
$6.11K ﹤0.01%
120
609
$6.09K ﹤0.01%
37
610
$6.05K ﹤0.01%
60
611
$6.03K ﹤0.01%
155
612
$6.02K ﹤0.01%
50
613
$5.99K ﹤0.01%
55
614
$5.92K ﹤0.01%
+216
615
$5.87K ﹤0.01%
79
616
$5.78K ﹤0.01%
67
617
$5.74K ﹤0.01%
210
618
$5.59K ﹤0.01%
10
619
$5.58K ﹤0.01%
60
620
$5.58K ﹤0.01%
113
621
$5.55K ﹤0.01%
75
622
$5.53K ﹤0.01%
60
623
$5.52K ﹤0.01%
55
624
$5.52K ﹤0.01%
100
-120
625
$5.47K ﹤0.01%
53
23 24
25
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