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
26
$1.63M 0.37%
19,376
+1,925
27
$1.6M 0.37%
+7,518
28
$1.6M 0.36%
5,054
-84
29
$1.39M 0.32%
+28,311
30
$1.31M 0.3%
5,454
31
$1.27M 0.29%
28,791
32
$1.26M 0.29%
17,659
+1,732
33
$1.16M 0.27%
31,505
+16,912
34
$1.11M 0.25%
7,876
35
$1.11M 0.25%
7,297
-273
36
$1.06M 0.24%
2,892
37
$940K 0.21%
8,469
-54
38
$912K 0.21%
4,768
+3,022
39
$895K 0.2%
18,781
-20
40
$838K 0.19%
11,419
41
$801K 0.18%
32,970
+4,000
42
$799K 0.18%
+16,148
43
$798K 0.18%
6,378
44
$784K 0.18%
15,915
-5,777
45
$764K 0.17%
30,930
46
$755K 0.17%
7,542
+1,775
47
$741K 0.17%
3,092
-50
48
$706K 0.16%
4,500
+21
49
$704K 0.16%
2,004
+303
50
$700K 0.16%
5,223
+569
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2
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