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
176
$88K 0.02%
2,930
+2,030
177
$84K 0.02%
1,176
-525
178
$82K 0.02%
2,975
+1,970
179
$81K 0.02%
979
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$80K 0.02%
2,600
181
$79K 0.02%
735
-500
182
$79K 0.02%
300
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183
$78K 0.02%
1,372
184
$78K 0.02%
3,855
+2,620
185
$75K 0.02%
3,900
186
$75K 0.02%
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187
$73K 0.02%
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188
$72K 0.02%
3,601
-1,750
189
$71K 0.02%
3,163
+1,745
190
$71K 0.02%
500
191
$71K 0.02%
1,212
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192
$70K 0.02%
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193
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194
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195
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196
$68K 0.02%
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197
$66K 0.02%
805
-1,208
198
$64K 0.02%
910
199
$64K 0.02%
1,040
200
$63K 0.02%
1,518
6 7
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