HWA

HHM Wealth Advisors Portfolio holdings

AUM $864M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
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
726
$0 ﹤0.01%
4
727
– –
-3,513
728
– –
-16
729
– –
-45
730
– –
-489
731
– –
-48
732
– –
-692
733
– –
-34
734
– –
-11
735
– –
-35
736
– –
-448
737
– –
-285
738
– –
-20
739
$0 ﹤0.01%
6
740
$0 ﹤0.01%
4
741
– –
-742
742
$0 ﹤0.01%
4
743
– –
-18,000
744
– –
-1,000
745
– –
-94
746
– –
-65
747
– –
-389
748
– –
-339
749
– –
-91
750
– –
-143
28 29
30
31 32