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
201
$63K 0.02%
531
-700
202
$63K 0.02%
207
203
$62K 0.02%
4,350
204
$62K 0.02%
1,421
205
$62K 0.02%
1,001
206
$61K 0.02%
1,395
-439
207
$61K 0.02%
307
208
$61K 0.02%
590
209
$61K 0.02%
117
210
$61K 0.02%
1,107
211
$59K 0.02%
1,030
212
$58K 0.02%
1,110
213
$58K 0.02%
2,140
+400
214
$57K 0.02%
486
+330
215
$56K 0.01%
34
216
$56K 0.01%
398
217
$56K 0.01%
928
-355
218
$55K 0.01%
665
-200
219
$55K 0.01%
760
220
$55K 0.01%
750
221
$55K 0.01%
1,862
-3,011
222
$55K 0.01%
368
-79
223
$54K 0.01%
680
224
$53K 0.01%
5,122
225
$53K 0.01%
855
7 8
9
10 11