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
626
$1.46K ﹤0.01%
+52
627
$1.44K ﹤0.01%
10
628
$1.41K ﹤0.01%
+41
629
$1.4K ﹤0.01%
+15
630
$1.29K ﹤0.01%
50
631
$1.29K ﹤0.01%
+10
632
$1.28K ﹤0.01%
25
633
$1.28K ﹤0.01%
+26
634
$1.28K ﹤0.01%
50
635
$1.24K ﹤0.01%
202
636
$1.17K ﹤0.01%
7
-264
637
$1.17K ﹤0.01%
20
638
$1.16K ﹤0.01%
+7
639
$1.12K ﹤0.01%
+20
640
$1.12K ﹤0.01%
30
641
$1.12K ﹤0.01%
+13
642
$1.05K ﹤0.01%
150
643
$993 ﹤0.01%
+170
644
$810 ﹤0.01%
+68
645
$787 ﹤0.01%
20
646
$772 ﹤0.01%
4
647
$763 ﹤0.01%
+14
648
$721 ﹤0.01%
30
649
$714 ﹤0.01%
+40
650
$710 ﹤0.01%
6
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