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
676
$3.51K ﹤0.01%
211
677
$3.5K ﹤0.01%
50
678
$3.47K ﹤0.01%
42
679
$3.45K ﹤0.01%
85
680
$3.45K ﹤0.01%
77
681
$3.4K ﹤0.01%
122
682
$3.31K ﹤0.01%
75
683
$3.29K ﹤0.01%
83
-134
684
$3.15K ﹤0.01%
127
685
$3.15K ﹤0.01%
86
-920
686
$3.13K ﹤0.01%
262
687
$3.13K ﹤0.01%
802
688
$3.08K ﹤0.01%
7
689
$3.08K ﹤0.01%
1,362
690
$3.03K ﹤0.01%
103
691
$2.97K ﹤0.01%
106
+16
692
$2.9K ﹤0.01%
100
693
$2.89K ﹤0.01%
20
694
$2.87K ﹤0.01%
+143
695
$2.79K ﹤0.01%
+66
696
$2.75K ﹤0.01%
135
697
$2.66K ﹤0.01%
60
-40
698
$2.58K ﹤0.01%
200
699
$2.58K ﹤0.01%
35
700
$2.57K ﹤0.01%
120
+45
26 27
28
29 30