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
601
$7K ﹤0.01%
+96
602
$7K ﹤0.01%
+146
603
$7K ﹤0.01%
176
604
$6K ﹤0.01%
25
605
$6K ﹤0.01%
153
606
$6K ﹤0.01%
94
607
$6K ﹤0.01%
65
608
$6K ﹤0.01%
79
609
$6K ﹤0.01%
1,055
610
$6K ﹤0.01%
1,364
611
$6K ﹤0.01%
50
612
$6K ﹤0.01%
121
613
$6K ﹤0.01%
+135
614
$6K ﹤0.01%
200
615
$6K ﹤0.01%
189
616
$6K ﹤0.01%
70
617
$6K ﹤0.01%
60
618
$6K ﹤0.01%
+32
619
$6K ﹤0.01%
104
-124
620
$6K ﹤0.01%
100
621
$6K ﹤0.01%
20
622
$6K ﹤0.01%
+16
623
$6K ﹤0.01%
55
624
$6K ﹤0.01%
700
625
$6K ﹤0.01%
91