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
476
$7.86K ﹤0.01%
371
+79
477
$7.74K ﹤0.01%
1,365
478
$7.73K ﹤0.01%
1,210
479
$7.71K ﹤0.01%
25
480
$7.7K ﹤0.01%
467
481
$7.68K ﹤0.01%
2,602
-827
482
$7.62K ﹤0.01%
725
483
$7.62K ﹤0.01%
100
484
$7.49K ﹤0.01%
615
+38
485
$7.18K ﹤0.01%
1,055
486
$7.16K ﹤0.01%
230
487
$7.15K ﹤0.01%
818
488
$7.11K ﹤0.01%
456
-87
489
$7.11K ﹤0.01%
3,233
+220
490
$7.07K ﹤0.01%
50
491
$7K ﹤0.01%
174
492
$6.98K ﹤0.01%
435
+115
493
$6.92K ﹤0.01%
55
494
$6.88K ﹤0.01%
138
495
$6.86K ﹤0.01%
70
496
$6.85K ﹤0.01%
106
+19
497
$6.75K ﹤0.01%
400
-50
498
$6.74K ﹤0.01%
1,000
499
$6.71K ﹤0.01%
60
500
$6.68K ﹤0.01%
1,112
18 19
20
21 22