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
351
$20.6K ﹤0.01%
2,060
352
$20.6K ﹤0.01%
587
-103
353
$20.5K ﹤0.01%
1,728
354
$20.3K ﹤0.01%
2,000
355
$20K ﹤0.01%
375
356
$20K ﹤0.01%
642
-36
357
$19.8K ﹤0.01%
425
-479
358
$19.8K ﹤0.01%
767
+334
359
$19.6K ﹤0.01%
1,750
360
$19.2K ﹤0.01%
78
-2
361
$18.9K ﹤0.01%
434
+10
362
$18.9K ﹤0.01%
2,046
363
$18.8K ﹤0.01%
77
+7
364
$18.7K ﹤0.01%
605
365
$18.4K ﹤0.01%
850
366
$18.4K ﹤0.01%
103
-6
367
$18.3K ﹤0.01%
975
368
$18.3K ﹤0.01%
305
369
$18.2K ﹤0.01%
540
+530
370
$18K ﹤0.01%
200
371
$18K ﹤0.01%
91
-29
372
$17.8K ﹤0.01%
1,560
373
$17.7K ﹤0.01%
172
-39
374
$17.5K ﹤0.01%
200
375
$17.4K ﹤0.01%
131
13 14
15
16 17