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
401
$21K ﹤0.01%
407
-74
402
$20.9K ﹤0.01%
125
403
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1,770
404
$20.8K ﹤0.01%
561
405
$20.6K ﹤0.01%
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406
$20.4K ﹤0.01%
1,995
407
$20.3K ﹤0.01%
165
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408
$20.3K ﹤0.01%
200
409
$20K ﹤0.01%
42
410
$20K ﹤0.01%
43
411
$19.9K ﹤0.01%
475
412
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416
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$19.1K ﹤0.01%
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420
$19K ﹤0.01%
530
421
$18.7K ﹤0.01%
640
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422
$18.6K ﹤0.01%
125
423
$18.6K ﹤0.01%
2,060
424
$18.4K ﹤0.01%
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425
$18.4K ﹤0.01%
981
+371