HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
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
+$4.59M
2
+$2.39M
3
+$1.66M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.52M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.22M

Top Sells

1
+$10.8M
2
+$666K
3
+$558K
4
DJD icon
Invesco Dow Jones Industrial Average Dividend ETF
DJD
+$427K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$424K

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
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