HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$380M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.32M
3
+$4.4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.31M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.5M

Top Sells

1
+$978K
2
+$720K
3
+$573K
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$528K
5
COP icon
ConocoPhillips
COP
+$420K

Sector Composition

1 Technology 3.65%
2 Healthcare 1.75%
3 Consumer Discretionary 1.62%
4 Industrials 1.58%
5 Financials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
203
627
$1K ﹤0.01%
+30
628
$1K ﹤0.01%
41
629
$1K ﹤0.01%
6
630
$1K ﹤0.01%
7
631
$1K ﹤0.01%
7
-51
632
$1K ﹤0.01%
30
-400
633
$1K ﹤0.01%
8
634
$1K ﹤0.01%
4,150
635
$1K ﹤0.01%
40
636
$1K ﹤0.01%
13
637
$1K ﹤0.01%
+170
638
$1K ﹤0.01%
51
639
– –
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640
– –
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641
$0 ﹤0.01%
1
642
– –
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643
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-16
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– –
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645
$0 ﹤0.01%
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646
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-5,700
647
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648
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649
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650
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-7
24 25
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