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
$437M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.09M
3
+$2.76M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.9M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.89M

Top Sells

1
+$497K
2
+$324K
3
+$285K
4
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$224K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$172K

Sector Composition

1 Technology 3.07%
2 Healthcare 1.72%
3 Industrials 1.66%
4 Consumer Discretionary 1.36%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$57.6K 0.01%
380
227
$56.8K 0.01%
+265
228
$56.8K 0.01%
639
229
$56.7K 0.01%
1,505
+59
230
$56.4K 0.01%
859
231
$56.3K 0.01%
610
+6
232
$55.8K 0.01%
3,230
-1,120
233
$55.6K 0.01%
542
234
$55.6K 0.01%
746
+50
235
$55.1K 0.01%
5,122
236
$54.1K 0.01%
855
237
$53.4K 0.01%
440
238
$52.5K 0.01%
1,170
239
$52.3K 0.01%
1,530
+85
240
$50.8K 0.01%
11,750
241
$50.5K 0.01%
890
242
$50.4K 0.01%
1,195
-31
243
$50.2K 0.01%
655
244
$49.7K 0.01%
1,690
245
$49.6K 0.01%
750
246
$49.1K 0.01%
2,440
247
$48.6K 0.01%
+1,000
248
$48.6K 0.01%
665
249
$48.2K 0.01%
750
250
$48.1K 0.01%
140
8 9
10
11 12