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
651
$4.25K ﹤0.01%
+46
652
$4.25K ﹤0.01%
33
-35
653
$4.21K ﹤0.01%
650
654
$4.18K ﹤0.01%
1,000
655
$4.17K ﹤0.01%
143
-142
656
$4.16K ﹤0.01%
25
657
$4.16K ﹤0.01%
1,740
658
$4.14K ﹤0.01%
113
659
$4.07K ﹤0.01%
121
660
$4.07K ﹤0.01%
26
661
$4.05K ﹤0.01%
54
662
$4.05K ﹤0.01%
89
663
$3.98K ﹤0.01%
55
664
$3.98K ﹤0.01%
106
665
$3.95K ﹤0.01%
186
666
$3.85K ﹤0.01%
41
667
$3.85K ﹤0.01%
152
-1,090
668
$3.77K ﹤0.01%
173
669
$3.73K ﹤0.01%
115
670
$3.69K ﹤0.01%
834
+1
671
$3.62K ﹤0.01%
108
672
$3.62K ﹤0.01%
131
673
$3.59K ﹤0.01%
1,700
674
$3.56K ﹤0.01%
164
675
$3.55K ﹤0.01%
35
25 26
27
28 29