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
201
$92.2K 0.02%
1,421
202
$91.5K 0.02%
3,700
203
$91.2K 0.02%
1,810
204
$90.5K 0.02%
3,570
205
$90.2K 0.02%
3,700
206
$88.1K 0.02%
1,027
-19
207
$88.1K 0.02%
3,775
208
$86.8K 0.02%
+5,000
209
$86.8K 0.02%
1,515
+2
210
$86.2K 0.02%
1,400
211
$85.5K 0.02%
1,256
-15
212
$83.1K 0.02%
2,090
213
$82.5K 0.02%
1,258
214
$81.8K 0.02%
795
215
$81.7K 0.02%
750
216
$80.9K 0.02%
1,174
+1,000
217
$79.5K 0.02%
157
218
$79.1K 0.02%
939
-33
219
$78.3K 0.02%
5,578
220
$78.1K 0.02%
2,600
221
$77.8K 0.02%
558
222
$77.8K 0.02%
1,010
223
$77.4K 0.02%
871
224
$76K 0.01%
1,713
-87
225
$75.3K 0.01%
128
+75
7 8
9
10 11