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
301
$31.3K 0.01%
+242
302
$31.1K 0.01%
260
303
$30.8K 0.01%
2,600
304
$30.5K 0.01%
670
305
$29.9K 0.01%
+1,130
306
$29.7K 0.01%
246
307
$29.5K 0.01%
+1,215
308
$29.5K 0.01%
+277
309
$29.4K 0.01%
474
-12
310
$29.4K 0.01%
600
-94
311
$29.3K 0.01%
255
312
$29.2K 0.01%
294
-907
313
$29K 0.01%
583
-212
314
$28.4K 0.01%
444
315
$28.1K 0.01%
1,033
-2,130
316
$28K 0.01%
500
+10
317
$27.9K 0.01%
219
318
$27.9K 0.01%
450
319
$27.8K 0.01%
244
320
$27.8K 0.01%
210
321
$27.6K 0.01%
665
322
$27.6K 0.01%
960
323
$26.9K 0.01%
350
324
$26.8K 0.01%
561
325
$26.5K 0.01%
388
-10
11 12
13
14 15