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
651
$697 ﹤0.01%
170
652
$684 ﹤0.01%
40
653
$681 ﹤0.01%
8
654
$628 ﹤0.01%
+59
655
$624 ﹤0.01%
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-103
656
$555 ﹤0.01%
+42
657
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40
-1,300
658
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-5
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$522 ﹤0.01%
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660
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661
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4
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664
$457 ﹤0.01%
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+100
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$429 ﹤0.01%
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$421 ﹤0.01%
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669
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670
$334 ﹤0.01%
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$312 ﹤0.01%
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672
$307 ﹤0.01%
+20
673
$299 ﹤0.01%
3
-4
674
$254 ﹤0.01%
10
675
$189 ﹤0.01%
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25 26
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28 29