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
576
$2.58K ﹤0.01%
35
577
$2.56K ﹤0.01%
30
578
$2.55K ﹤0.01%
+90
579
$2.54K ﹤0.01%
90
580
$2.52K ﹤0.01%
+36
581
$2.43K ﹤0.01%
+22
582
$2.42K ﹤0.01%
+10
583
$2.37K ﹤0.01%
7
584
$2.37K ﹤0.01%
+7
585
$2.36K ﹤0.01%
+200
586
$2.34K ﹤0.01%
+24
587
$2.24K ﹤0.01%
+20
588
$2.24K ﹤0.01%
+91
589
$2.23K ﹤0.01%
+44
590
$2.23K ﹤0.01%
+4
591
$2.22K ﹤0.01%
100
592
$2.2K ﹤0.01%
+15
593
$2.19K ﹤0.01%
36
+1
594
$2.14K ﹤0.01%
70
595
$2.13K ﹤0.01%
1,700
596
$2.11K ﹤0.01%
92
597
$2.09K ﹤0.01%
+30
598
$2.05K ﹤0.01%
+13
599
$2.05K ﹤0.01%
40
600
$2.04K ﹤0.01%
50
-472
22 23
24
25 26