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
451
$9.59K ﹤0.01%
166
+23
452
$9.59K ﹤0.01%
2,027
453
$9.51K ﹤0.01%
211
-17
454
$9.37K ﹤0.01%
242
+90
455
$9.26K ﹤0.01%
304
+2
456
$9.22K ﹤0.01%
2
457
$9.21K ﹤0.01%
1,149
458
$9.21K ﹤0.01%
180
459
$9.2K ﹤0.01%
291
460
$9.15K ﹤0.01%
143
461
$9.12K ﹤0.01%
625
462
$8.95K ﹤0.01%
80
+26
463
$8.9K ﹤0.01%
42
+10
464
$8.78K ﹤0.01%
865
465
$8.78K ﹤0.01%
800
466
$8.71K ﹤0.01%
220
467
$8.54K ﹤0.01%
308
-42
468
$8.52K ﹤0.01%
63
469
$8.47K ﹤0.01%
190
-1,205
470
$8.38K ﹤0.01%
101
471
$8.32K ﹤0.01%
200
472
$8.1K ﹤0.01%
351
-20
473
$7.96K ﹤0.01%
365
474
$7.91K ﹤0.01%
221
+51
475
$7.88K ﹤0.01%
173
17 18
19
20 21