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
676
$108 ﹤0.01%
57
677
$103 ﹤0.01%
11
678
$77 ﹤0.01%
23
679
$63 ﹤0.01%
2
680
$33 ﹤0.01%
1
681
$20 ﹤0.01%
100
682
$13 ﹤0.01%
4
683
$13 ﹤0.01%
260
684
$12 ﹤0.01%
1
685
– –
0
686
$11 ﹤0.01%
1
687
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0
688
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-6
689
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-3,500
690
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-6
691
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692
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694
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695
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696
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-340
697
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698
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699
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700
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-85
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