HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Est. Return
12.92%
1 Year Est. Return
+12.92%
AUM
$390M
AUM Growth
-$37.5M
(-8.8%)
Holding
869
Top Buys
| 1 | +$11M | |
| 2 | +$4.82M | |
| 3 | +$4.49M | |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$1.81M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.1M |
Top Sells
| 1 | +$1M | |
| 2 | +$823K | |
| 3 | +$377K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$360K |
| 5 |
Franklin FTSE Japan ETF
FLJP
|
+$262K |
Sector Composition
| 1 | Technology | 4.1% |
| 2 | Healthcare | 2.15% |
| 3 | Financials | 1.99% |
| 4 | Industrials | 1.82% |
| 5 | Consumer Discretionary | 1.69% |