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
501
$10.2K ﹤0.01%
134
502
$10.2K ﹤0.01%
441
503
$10.1K ﹤0.01%
612
504
$10.1K ﹤0.01%
83
505
$10K ﹤0.01%
2,250
506
$10K ﹤0.01%
109
507
$9.98K ﹤0.01%
200
508
$9.87K ﹤0.01%
184
509
$9.82K ﹤0.01%
83
510
$9.81K ﹤0.01%
204
511
$9.74K ﹤0.01%
130
512
$9.69K ﹤0.01%
22
513
$9.64K ﹤0.01%
94
-202
514
$9.62K ﹤0.01%
335
515
$9.61K ﹤0.01%
64
516
$9.61K ﹤0.01%
123
517
$9.44K ﹤0.01%
288
518
$9.21K ﹤0.01%
504
519
$9.21K ﹤0.01%
255
+8
520
$9.16K ﹤0.01%
125
521
$9.13K ﹤0.01%
271
522
$9.01K ﹤0.01%
85
523
$8.96K ﹤0.01%
2,027
524
$8.91K ﹤0.01%
270
525
$8.85K ﹤0.01%
80