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
$390M
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$4.82M
3 +$4.49M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.81M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.1M

Sector Composition

1 Technology 4.1%
2 Healthcare 2.15%
3 Financials 1.99%
4 Industrials 1.82%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
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424
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427
$20K 0.01%
1,351
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61
429
$19K ﹤0.01%
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430
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605
431
$19K ﹤0.01%
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$19K ﹤0.01%
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433
$19K ﹤0.01%
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435
$19K ﹤0.01%
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436
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438
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439
$18K ﹤0.01%
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400
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339
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448
$17K ﹤0.01%
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449
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350
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$17K ﹤0.01%
468
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