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
$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
51
$531K 0.14%
9,187
52
$525K 0.14%
14,593
+14,306
53
$516K 0.14%
3,142
+224
54
$515K 0.14%
7,034
-998
55
$507K 0.13%
26,010
-84
56
$498K 0.13%
11,350
57
$496K 0.13%
3,697
-1,544
58
$494K 0.13%
21,794
+1,050
59
$491K 0.13%
16,254
-50
60
$486K 0.13%
4,654
-834
61
$482K 0.13%
5,522
-631
62
$466K 0.12%
2,391
-424
63
$462K 0.12%
1,287
-581
64
$454K 0.12%
32,142
+9
65
$429K 0.11%
1,872
-279
66
$425K 0.11%
4,424
+364
67
$417K 0.11%
15,740
+4,555
68
$411K 0.11%
6,875
-79
69
$407K 0.11%
8,425
70
$373K 0.1%
11,098
71
$354K 0.09%
9,687
-1,015
72
$340K 0.09%
1,019
73
$337K 0.09%
1,497
-375
74
$324K 0.09%
10,281
+2,616
75
$319K 0.08%
632
-213
1 2
3
4 5