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
501
$6.63K ﹤0.01%
290
-22
502
$6.54K ﹤0.01%
217
+30
503
$6.45K ﹤0.01%
26
+6
504
$6.39K ﹤0.01%
38
505
$6.31K ﹤0.01%
60
506
$6.3K ﹤0.01%
100
507
$6.24K ﹤0.01%
227
-2
508
$6.21K ﹤0.01%
20
509
$6.18K ﹤0.01%
+1,000
510
$6.11K ﹤0.01%
50
511
$6.04K ﹤0.01%
+120
512
$6K ﹤0.01%
1,000
513
$5.93K ﹤0.01%
135
514
$5.83K ﹤0.01%
112
515
$5.81K ﹤0.01%
86
+3
516
$5.78K ﹤0.01%
+100
517
$5.74K ﹤0.01%
79
+20
518
$5.68K ﹤0.01%
561
+135
519
$5.6K ﹤0.01%
833
520
$5.59K ﹤0.01%
100
521
$5.47K ﹤0.01%
150
522
$5.38K ﹤0.01%
47
+3
523
$5.34K ﹤0.01%
53
524
$5.29K ﹤0.01%
1,364
525
$5.24K ﹤0.01%
186
-9
19 20
21
22 23