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
551
$3.63K ﹤0.01%
+53
552
$3.62K ﹤0.01%
148
+108
553
$3.43K ﹤0.01%
77
554
$3.43K ﹤0.01%
26
-24
555
$3.39K ﹤0.01%
50
-83
556
$3.38K ﹤0.01%
+118
557
$3.33K ﹤0.01%
262
558
$3.31K ﹤0.01%
35
559
$3.29K ﹤0.01%
189
560
$3.22K ﹤0.01%
400
+200
561
$3.21K ﹤0.01%
200
562
$3.19K ﹤0.01%
300
563
$3.17K ﹤0.01%
+36
564
$3.14K ﹤0.01%
85
565
$3.11K ﹤0.01%
75
566
$3.07K ﹤0.01%
25
567
$3.05K ﹤0.01%
36
568
$2.88K ﹤0.01%
50
569
$2.85K ﹤0.01%
+100
570
$2.8K ﹤0.01%
+9
571
$2.79K ﹤0.01%
19
+6
572
$2.77K ﹤0.01%
19
-8
573
$2.76K ﹤0.01%
90
574
$2.67K ﹤0.01%
30
575
$2.62K ﹤0.01%
+9
21 22
23
24 25