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
101
$294K 0.06%
9,612
+780
102
$294K 0.06%
5,243
-270
103
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3,254
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104
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688
105
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106
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107
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108
$248K 0.05%
439
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109
$247K 0.05%
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110
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-291
111
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634
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112
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1,160
113
$235K 0.05%
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114
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1,352
115
$231K 0.05%
5,645
116
$231K 0.05%
4,596
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117
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118
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119
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120
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6,661
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121
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122
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538
123
$218K 0.04%
2,790
+2,000
124
$212K 0.04%
2,397
+217
125
$211K 0.04%
2,205
3 4
5
6 7