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
51
$851K 0.17%
17,698
+3,522
52
$839K 0.16%
4,670
+235
53
$822K 0.16%
7,983
-331
54
$816K 0.16%
16,150
-360
55
$810K 0.16%
8,616
+3,122
56
$790K 0.15%
3,159
-30
57
$772K 0.15%
30,930
58
$749K 0.15%
44,397
-537
59
$747K 0.15%
6,499
60
$669K 0.13%
5,199
-60
61
$648K 0.13%
6,271
62
$632K 0.12%
14,520
-40
63
$620K 0.12%
25,881
-131
64
$579K 0.11%
3,887
+200
65
$553K 0.11%
4,703
+301
66
$542K 0.11%
3,483
-147
67
$541K 0.11%
1,073
68
$531K 0.1%
7,763
-144
69
$523K 0.1%
24,330
-93
70
$520K 0.1%
10,420
71
$517K 0.1%
30,064
-12,210
72
$477K 0.09%
6,100
73
$477K 0.09%
6,591
-2,400
74
$464K 0.09%
2,279
-94
75
$455K 0.09%
7,625
1 2
3
4 5