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
401
$13.9K ﹤0.01%
171
402
$13.8K ﹤0.01%
620
403
$13.8K ﹤0.01%
105
404
$13.6K ﹤0.01%
204
405
$13.6K ﹤0.01%
146
+21
406
$13.5K ﹤0.01%
294
407
$13.5K ﹤0.01%
476
-1
408
$13.2K ﹤0.01%
129
409
$13.2K ﹤0.01%
192
410
$13.1K ﹤0.01%
522
+53
411
$13K ﹤0.01%
91
+29
412
$13K ﹤0.01%
287
+39
413
$12.9K ﹤0.01%
220
414
$12.8K ﹤0.01%
79
+11
415
$12.7K ﹤0.01%
2,500
416
$12.7K ﹤0.01%
392
-53
417
$12.7K ﹤0.01%
178
-36
418
$12.6K ﹤0.01%
155
419
$12.6K ﹤0.01%
510
420
$12.6K ﹤0.01%
184
-91
421
$12.5K ﹤0.01%
200
422
$12.3K ﹤0.01%
1,015
423
$12K ﹤0.01%
666
424
$11.9K ﹤0.01%
450
425
$11.8K ﹤0.01%
300
15 16
17
18 19