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
$512M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1 +$4.41M
2 +$2.19M
3 +$1.59M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.51M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.17M

Sector Composition

1 Technology 3.92%
2 Consumer Discretionary 2.17%
3 Healthcare 1.59%
4 Industrials 1.38%
5 Financials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$14.6K ﹤0.01%
540
452
$14.6K ﹤0.01%
1,615
453
$14.4K ﹤0.01%
42
454
$14.3K ﹤0.01%
192
455
$13.8K ﹤0.01%
620
456
$13.7K ﹤0.01%
53
457
$13.7K ﹤0.01%
2,000
458
$13.6K ﹤0.01%
204
459
$13.3K ﹤0.01%
184
460
$13.3K ﹤0.01%
140
461
$13.2K ﹤0.01%
589
462
$13.2K ﹤0.01%
+378
463
$13.1K ﹤0.01%
601
464
$13.1K ﹤0.01%
223
465
$13K ﹤0.01%
64
466
$12.9K ﹤0.01%
74
467
$12.8K ﹤0.01%
105
468
$12.8K ﹤0.01%
150
469
$12.7K ﹤0.01%
2,500
470
$12.5K ﹤0.01%
82
-179
471
$12.2K ﹤0.01%
91
472
$12.2K ﹤0.01%
28
473
$12.1K ﹤0.01%
125
474
$12.1K ﹤0.01%
293
+2
475
$11.9K ﹤0.01%
2