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
526
$9.71K ﹤0.01%
125
527
$9.7K ﹤0.01%
75
528
$9.52K ﹤0.01%
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174
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$9.34K ﹤0.01%
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532
$9.28K ﹤0.01%
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$9.16K ﹤0.01%
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534
$9.03K ﹤0.01%
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535
$8.96K ﹤0.01%
220
536
$8.94K ﹤0.01%
56
537
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122
538
$8.85K ﹤0.01%
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$8.81K ﹤0.01%
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$8.45K ﹤0.01%
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$8.36K ﹤0.01%
65
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$8.34K ﹤0.01%
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549
$8.31K ﹤0.01%
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550
$8.28K ﹤0.01%
292