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
526
$5.21K ﹤0.01%
88
527
$5.08K ﹤0.01%
30
528
$5.08K ﹤0.01%
189
529
$4.97K ﹤0.01%
210
530
$4.81K ﹤0.01%
77
531
$4.79K ﹤0.01%
153
532
$4.78K ﹤0.01%
100
533
$4.76K ﹤0.01%
102
534
$4.71K ﹤0.01%
23
535
$4.68K ﹤0.01%
1,740
536
$4.66K ﹤0.01%
117
-9
537
$4.48K ﹤0.01%
82
+5
538
$4.41K ﹤0.01%
100
539
$4.4K ﹤0.01%
100
540
$4.33K ﹤0.01%
44
+7
541
$4.29K ﹤0.01%
650
542
$4.28K ﹤0.01%
56
+22
543
$4.22K ﹤0.01%
108
-134
544
$4.07K ﹤0.01%
100
545
$4.07K ﹤0.01%
100
-200
546
$4.05K ﹤0.01%
85
547
$4.02K ﹤0.01%
168
-9,357
548
$3.92K ﹤0.01%
21
+11
549
$3.74K ﹤0.01%
75
550
$3.64K ﹤0.01%
115
20 21
22
23 24