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
$512M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1 +$4.41M
2 +$2.19M
3 +$1.59M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.51M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.17M

Sector Composition

1 Technology 3.92%
2 Consumer Discretionary 2.17%
3 Healthcare 1.59%
4 Industrials 1.38%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$34.1K 0.01%
11,750
327
$33.7K 0.01%
128
328
$33.3K 0.01%
160
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$32.9K 0.01%
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330
$32.8K 0.01%
358
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$32.5K 0.01%
5,372
332
$32.2K 0.01%
665
333
$32.1K 0.01%
1,249
334
$32K 0.01%
+500
335
$31.9K 0.01%
210
336
$31.5K 0.01%
255
337
$31.4K 0.01%
290
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$31.3K 0.01%
462
339
$31.1K 0.01%
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340
$31K 0.01%
3,500
341
$30.8K 0.01%
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342
$30.4K 0.01%
350
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$29.9K 0.01%
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$29.7K 0.01%
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$29.6K 0.01%
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346
$29.5K 0.01%
593
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347
$29.5K 0.01%
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348
$29K 0.01%
577
349
$29K 0.01%
318
+1
350
$28.7K 0.01%
1,500