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
326
$25.8K 0.01%
418
-692
327
$25.3K 0.01%
386
+135
328
$25.3K 0.01%
1,005
329
$25.3K 0.01%
1,432
330
$25.1K 0.01%
1,125
331
$25K 0.01%
530
-655
332
$24.9K 0.01%
285
-430
333
$24.9K 0.01%
212
+49
334
$24.8K 0.01%
210
-185
335
$24.2K 0.01%
+1,900
336
$23.6K 0.01%
1,280
337
$23.4K 0.01%
329
-744
338
$22.7K 0.01%
460
339
$22.7K 0.01%
1,490
+215
340
$22.7K 0.01%
226
-50
341
$22.5K 0.01%
468
342
$22.1K 0.01%
740
343
$22K 0.01%
687
344
$21.7K 0.01%
362
-22
345
$21.7K 0.01%
12,000
+8,000
346
$21.3K ﹤0.01%
1,500
347
$21.1K ﹤0.01%
+300
348
$20.9K ﹤0.01%
200
349
$20.9K ﹤0.01%
62
+18
350
$20.7K ﹤0.01%
540
12 13
14
15 16