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
601
$2.03K ﹤0.01%
+42
602
$2.01K ﹤0.01%
+15
603
$2K ﹤0.01%
86
604
$1.99K ﹤0.01%
41
605
$1.99K ﹤0.01%
+8
606
$1.93K ﹤0.01%
+17
607
$1.91K ﹤0.01%
54
608
$1.86K ﹤0.01%
28
609
$1.86K ﹤0.01%
+7
610
$1.79K ﹤0.01%
+93
611
$1.77K ﹤0.01%
276
612
$1.74K ﹤0.01%
200
613
$1.71K ﹤0.01%
+23
614
$1.65K ﹤0.01%
980
615
$1.64K ﹤0.01%
18
-30
616
$1.62K ﹤0.01%
+7
617
$1.61K ﹤0.01%
203
618
$1.6K ﹤0.01%
+11
619
$1.59K ﹤0.01%
+10
620
$1.59K ﹤0.01%
+18
621
$1.54K ﹤0.01%
746
622
$1.53K ﹤0.01%
+33
623
$1.52K ﹤0.01%
+38
624
$1.49K ﹤0.01%
6
-24
625
$1.46K ﹤0.01%
63
-41
23 24
25
26 27