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
276
$37.3K 0.01%
300
-1,380
277
$37.1K 0.01%
91
278
$36.6K 0.01%
67
-17
279
$35K 0.01%
730
280
$35K 0.01%
125
+24
281
$35K 0.01%
359
-11
282
$34.9K 0.01%
3,914
283
$34.9K 0.01%
612
-140
284
$34.8K 0.01%
248
285
$34.7K 0.01%
53
+6
286
$34.5K 0.01%
290
287
$34.2K 0.01%
230
288
$34.1K 0.01%
62
-13
289
$34K 0.01%
+250
290
$33.9K 0.01%
800
291
$33.6K 0.01%
396
292
$33.5K 0.01%
494
-23
293
$33.4K 0.01%
515
+22
294
$32.5K 0.01%
3,560
295
$32.1K 0.01%
97
296
$32.1K 0.01%
479
297
$31.7K 0.01%
886
-10
298
$31.5K 0.01%
400
299
$31.3K 0.01%
1,355
300
$31.3K 0.01%
777
10 11
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