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
$390M
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$4.82M
3 +$4.49M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.81M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.1M

Sector Composition

1 Technology 4.1%
2 Healthcare 2.15%
3 Financials 1.99%
4 Industrials 1.82%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$8K ﹤0.01%
+143
577
$8K ﹤0.01%
2
578
$8K ﹤0.01%
50
579
$8K ﹤0.01%
+96
580
$8K ﹤0.01%
115
581
$8K ﹤0.01%
+426
582
$8K ﹤0.01%
63
583
$8K ﹤0.01%
50
584
$8K ﹤0.01%
101
585
$7K ﹤0.01%
38
+28
586
$7K ﹤0.01%
187
587
$7K ﹤0.01%
+195
588
$7K ﹤0.01%
+44
589
$7K ﹤0.01%
+91
590
$7K ﹤0.01%
230
591
$7K ﹤0.01%
+168
592
$7K ﹤0.01%
+241
593
$7K ﹤0.01%
200
-41
594
$7K ﹤0.01%
143
595
$7K ﹤0.01%
+6,500
596
$7K ﹤0.01%
150
597
$7K ﹤0.01%
+3,013
598
$7K ﹤0.01%
+59
599
$7K ﹤0.01%
22
600
$7K ﹤0.01%
+1,149