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
51
$698K 0.16%
6,449
+178
52
$695K 0.16%
1,808
+521
53
$676K 0.15%
7,034
54
$674K 0.15%
44,751
+12,609
55
$668K 0.15%
8,991
56
$668K 0.15%
6,888
+220
57
$663K 0.15%
7,513
58
$613K 0.14%
25,892
+24
59
$608K 0.14%
4,454
+176
60
$596K 0.14%
3,687
-10
61
$594K 0.14%
+11,720
62
$577K 0.13%
3,269
-309
63
$560K 0.13%
25,446
-564
64
$545K 0.12%
11,270
-80
65
$518K 0.12%
4,700
-822
66
$515K 0.12%
15,537
-717
67
$495K 0.11%
2,391
68
$483K 0.11%
5,445
+1,021
69
$470K 0.11%
20,574
-1,220
70
$444K 0.1%
1,885
+13
71
$440K 0.1%
7,521
-1,666
72
$420K 0.1%
981
-38
73
$396K 0.09%
1,507
+10
74
$387K 0.09%
2,109
+2,074
75
$383K 0.09%
11,098
1 2
3
4 5