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
376
$17.4K ﹤0.01%
62
+8
377
$17.2K ﹤0.01%
+455
378
$17.1K ﹤0.01%
75
379
$16.8K ﹤0.01%
530
380
$16.7K ﹤0.01%
126
-25
381
$16.5K ﹤0.01%
434
-400
382
$16.3K ﹤0.01%
2,446
+280
383
$16.1K ﹤0.01%
224
384
$16K ﹤0.01%
305
-413
385
$16K ﹤0.01%
500
386
$15.8K ﹤0.01%
510
+8
387
$15.8K ﹤0.01%
455
388
$15.7K ﹤0.01%
1,615
389
$15.7K ﹤0.01%
48
-4
390
$15.6K ﹤0.01%
400
391
$15.4K ﹤0.01%
1,210
-245
392
$15.1K ﹤0.01%
1,100
393
$15K ﹤0.01%
1,350
394
$14.9K ﹤0.01%
475
-113
395
$14.9K ﹤0.01%
254
+62
396
$14.7K ﹤0.01%
496
+197
397
$14.4K ﹤0.01%
20
398
$14.3K ﹤0.01%
150
399
$14.2K ﹤0.01%
431
400
$13.9K ﹤0.01%
140
14 15
16
17 18