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
251
$47.5K 0.01%
1,187
-27
252
$46.8K 0.01%
3,500
253
$46.7K 0.01%
927
254
$45.6K 0.01%
262
-48
255
$44.8K 0.01%
700
256
$44.7K 0.01%
845
257
$44.7K 0.01%
446
+10
258
$44.3K 0.01%
1,248
259
$43.4K 0.01%
7,314
260
$43K 0.01%
1,550
261
$42.2K 0.01%
269
+13
262
$41.6K 0.01%
307
+90
263
$41.3K 0.01%
657
-450
264
$40.8K 0.01%
258
+10
265
$40.8K 0.01%
260
266
$40.4K 0.01%
1,156
-157
267
$40.3K 0.01%
1,160
-980
268
$40K 0.01%
165
269
$39.5K 0.01%
220
270
$39K 0.01%
55
271
$38.9K 0.01%
430
272
$38.4K 0.01%
2,076
273
$38K 0.01%
360
-230
274
$37.6K 0.01%
1,117
275
$37.5K 0.01%
5,372
9 10
11
12 13