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
726
$1.53K ﹤0.01%
10
727
$1.32K ﹤0.01%
35
728
$1.32K ﹤0.01%
50
729
$1.27K ﹤0.01%
20
730
$1.24K ﹤0.01%
+56
731
$1.22K ﹤0.01%
400
732
$1.19K ﹤0.01%
150
733
$1.18K ﹤0.01%
202
734
$1.14K ﹤0.01%
980
735
$1.13K ﹤0.01%
13
-69
736
$1.09K ﹤0.01%
25
737
$1.06K ﹤0.01%
10
+4
738
$970 ﹤0.01%
6
739
$903 ﹤0.01%
113
+13
740
$882 ﹤0.01%
40
741
$837 ﹤0.01%
9
742
$834 ﹤0.01%
+30
743
$811 ﹤0.01%
22
744
$733 ﹤0.01%
40
745
$730 ﹤0.01%
74
+57
746
$728 ﹤0.01%
13
747
$657 ﹤0.01%
20
748
$654 ﹤0.01%
+4
749
$630 ﹤0.01%
+15
750
$614 ﹤0.01%
+8
28 29
30
31 32