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
701
$2.56K ﹤0.01%
30
702
$2.51K ﹤0.01%
90
703
$2.47K ﹤0.01%
30
704
$2.46K ﹤0.01%
200
-100
705
$2.45K ﹤0.01%
313
+249
706
$2.4K ﹤0.01%
200
707
$2.4K ﹤0.01%
43
708
$2.27K ﹤0.01%
+41
709
$2.25K ﹤0.01%
+33
710
$2.25K ﹤0.01%
34
711
$2.21K ﹤0.01%
+10
712
$2.17K ﹤0.01%
221
713
$2.13K ﹤0.01%
24
714
$2.11K ﹤0.01%
70
715
$2.1K ﹤0.01%
85
716
$2.03K ﹤0.01%
189
717
$2.02K ﹤0.01%
86
718
$2K ﹤0.01%
144
719
$1.96K ﹤0.01%
40
720
$1.94K ﹤0.01%
+16
721
$1.84K ﹤0.01%
+40
722
$1.79K ﹤0.01%
38
+1
723
$1.72K ﹤0.01%
200
724
$1.63K ﹤0.01%
18
725
$1.53K ﹤0.01%
35
27 28
29
30 31