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
$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
101
$215K 0.06%
758
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102
$211K 0.06%
2,356
103
$211K 0.06%
+9,525
104
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105
$208K 0.05%
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106
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107
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+1,466
108
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109
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110
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111
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112
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113
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114
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115
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4,520
116
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15,759
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117
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118
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119
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120
$165K 0.04%
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121
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6,270
122
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689
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123
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1,113
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124
$157K 0.04%
973
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125
$155K 0.04%
1,781
3 4
5
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