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
$607M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Sells

1 +$28.7M
2 +$4.43M
3 +$1.9M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.65M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$641K

Sector Composition

1 Technology 4.02%
2 Consumer Discretionary 2.33%
3 Industrials 1.86%
4 Financials 1.82%
5 Healthcare 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$30.6K 0.01%
450
352
$30.5K 0.01%
+404
353
$30.4K 0.01%
790
354
$30.2K 0.01%
1,111
355
$30.2K 0.01%
85
356
$30.1K 0.01%
800
357
$29.7K ﹤0.01%
114
358
$29.7K ﹤0.01%
5,372
359
$29.6K ﹤0.01%
751
360
$29.2K ﹤0.01%
444
361
$29.2K ﹤0.01%
319
362
$29.2K ﹤0.01%
+913
363
$29K ﹤0.01%
300
364
$28.9K ﹤0.01%
740
365
$28.9K ﹤0.01%
219
366
$28.9K ﹤0.01%
667
367
$28.8K ﹤0.01%
1,432
368
$28.7K ﹤0.01%
2,076
369
$28.5K ﹤0.01%
2,600
370
$28K ﹤0.01%
400
371
$28K ﹤0.01%
+176
372
$27.9K ﹤0.01%
3,914
373
$27.8K ﹤0.01%
540
374
$27.5K ﹤0.01%
450
375
$27.4K ﹤0.01%
1,210