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
101
$268K 0.06%
1,291
-13
102
$267K 0.06%
1,613
103
$262K 0.06%
538
104
$260K 0.06%
2,225
+25
105
$244K 0.06%
5,000
106
$243K 0.06%
2,376
+20
107
$239K 0.05%
688
-70
108
$238K 0.05%
5,527
-413
109
$237K 0.05%
7,528
+627
110
$234K 0.05%
5,935
+5,475
111
$233K 0.05%
7,095
+527
112
$229K 0.05%
1,352
113
$226K 0.05%
5,471
114
$217K 0.05%
14,880
-3,010
115
$214K 0.05%
2,080
116
$207K 0.05%
+2,195
117
$205K 0.05%
4,344
-18
118
$202K 0.05%
2,168
119
$199K 0.05%
1,466
-55
120
$194K 0.04%
1,316
-55
121
$192K 0.04%
652
-37
122
$190K 0.04%
898
+77
123
$186K 0.04%
978
-28
124
$185K 0.04%
10,042
+273
125
$183K 0.04%
15,759
3 4
5
6 7