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
$607M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Sells

1 +$28.7M
2 +$4.43M
3 +$1.9M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.65M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$641K

Sector Composition

1 Technology 4.02%
2 Consumer Discretionary 2.33%
3 Industrials 1.86%
4 Financials 1.82%
5 Healthcare 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$13.4K ﹤0.01%
589
477
$13.3K ﹤0.01%
104
478
$13.3K ﹤0.01%
601
479
$13.2K ﹤0.01%
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107
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$13.1K ﹤0.01%
160
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$12.9K ﹤0.01%
137
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$12.7K ﹤0.01%
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$12.6K ﹤0.01%
504
485
$12.2K ﹤0.01%
360
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$12.2K ﹤0.01%
83
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$12.2K ﹤0.01%
679
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$11.9K ﹤0.01%
865
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$11.8K ﹤0.01%
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$11.8K ﹤0.01%
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$11.7K ﹤0.01%
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$11.6K ﹤0.01%
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$11.6K ﹤0.01%
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494
$11.5K ﹤0.01%
+320
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$11.5K ﹤0.01%
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$11.4K ﹤0.01%
38
497
$11.4K ﹤0.01%
170
-58
498
$11.3K ﹤0.01%
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$11.2K ﹤0.01%
123
-61
500
$11K ﹤0.01%
388