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
126
$211K 0.04%
20,000
+15,000
127
$202K 0.04%
4,110
128
$198K 0.04%
5,579
-155
129
$197K 0.04%
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130
$196K 0.04%
1,316
131
$195K 0.04%
3,500
132
$193K 0.04%
4,880
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133
$193K 0.04%
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+1,208
134
$189K 0.04%
15,185
135
$184K 0.04%
1,450
+1,010
136
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2,700
137
$180K 0.04%
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138
$179K 0.03%
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139
$175K 0.03%
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140
$173K 0.03%
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141
$170K 0.03%
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142
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143
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144
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145
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146
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390
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147
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2,933
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148
$161K 0.03%
961
+11
149
$160K 0.03%
3,229
-8,185
150
$159K 0.03%
10,564
+716
4 5
6
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