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
76
$440K 0.09%
16,075
+83
77
$426K 0.08%
4,824
-153
78
$424K 0.08%
1,927
79
$413K 0.08%
2,184
80
$385K 0.08%
11,098
81
$371K 0.07%
6,260
-4,292
82
$363K 0.07%
2,143
+83
83
$355K 0.07%
1,322
84
$354K 0.07%
1,178
+294
85
$349K 0.07%
6,555
+1,440
86
$349K 0.07%
3,606
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87
$348K 0.07%
815
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88
$337K 0.07%
11,669
89
$336K 0.07%
1,615
90
$335K 0.07%
1,458
91
$330K 0.06%
7,827
92
$326K 0.06%
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93
$321K 0.06%
1,365
94
$313K 0.06%
9,744
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95
$308K 0.06%
10,026
96
$305K 0.06%
1,912
97
$303K 0.06%
7,198
98
$300K 0.06%
5,117
+117
99
$296K 0.06%
8,743
100
$295K 0.06%
6,737
2 3
4
5 6