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
626
$5.43K ﹤0.01%
124
-651
627
$5.35K ﹤0.01%
53
628
$5.29K ﹤0.01%
+377
629
$5.28K ﹤0.01%
67
630
$5.23K ﹤0.01%
503
631
$5.21K ﹤0.01%
263
+12
632
$5.05K ﹤0.01%
75
633
$4.99K ﹤0.01%
206
634
$4.98K ﹤0.01%
227
635
$4.86K ﹤0.01%
88
636
$4.85K ﹤0.01%
78
637
$4.85K ﹤0.01%
622
638
$4.78K ﹤0.01%
203
639
$4.77K ﹤0.01%
30
640
$4.58K ﹤0.01%
3,500
641
$4.55K ﹤0.01%
+92
642
$4.53K ﹤0.01%
23
643
$4.51K ﹤0.01%
350
644
$4.5K ﹤0.01%
11
645
$4.43K ﹤0.01%
300
646
$4.41K ﹤0.01%
1,000
647
$4.41K ﹤0.01%
44
-69
648
$4.4K ﹤0.01%
164
649
$4.28K ﹤0.01%
29
-2
650
$4.27K ﹤0.01%
62
24 25
26
27 28