HWA

HHM Wealth Advisors Portfolio holdings

AUM $864M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
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
+$5.03M
2
+$4.74M
3
+$3.98M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.93M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.24M

Top Sells

1
+$855K
2
+$720K
3
+$548K
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$476K
5
COP icon
ConocoPhillips
COP
+$427K

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
651
– –
-82
652
– –
-6,283
653
$0 ﹤0.01%
50
654
– –
-1,475
655
– –
-259
656
– –
-45
657
– –
-36
658
$0 ﹤0.01%
10
659
– –
-99
660
– –
-74
661
– –
-47
662
– –
-2
663
– –
0
664
– –
-825
665
– –
-64
666
$0 ﹤0.01%
1,378
667
– –
-91
668
– –
-600
669
– –
-262
670
– –
-417
671
– –
-10
672
– –
-49
673
– –
-50
674
– –
-285
675
– –
-1,406
25 26
27
28 29