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
151
$126K 0.03%
2,063
-93
152
$126K 0.03%
4,492
+3,025
153
$124K 0.03%
740
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154
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157
$113K 0.03%
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158
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159
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161
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162
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169
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171
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172
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173
$91K 0.02%
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174
$89K 0.02%
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175
$88K 0.02%
325
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