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
126
$181K 0.04%
4,520
127
$178K 0.04%
6,170
128
$174K 0.04%
5,161
129
$174K 0.04%
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130
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$167K 0.04%
634
132
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751
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133
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134
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135
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136
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137
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138
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139
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140
$150K 0.03%
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141
$148K 0.03%
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145
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146
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147
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148
$138K 0.03%
3,356
149
$136K 0.03%
5,550
150
$135K 0.03%
2,700
4 5
6
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