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
151
$131K 0.03%
5,450
152
$131K 0.03%
4,769
+3,730
153
$129K 0.03%
1,466
-38
154
$129K 0.03%
7,027
155
$128K 0.03%
904
156
$128K 0.03%
1,534
-146
157
$128K 0.03%
3,271
+583
158
$125K 0.03%
3,500
159
$125K 0.03%
1,608
+34
160
$123K 0.03%
269
161
$123K 0.03%
683
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162
$120K 0.03%
1,320
-36
163
$116K 0.03%
3,655
-877
164
$113K 0.03%
1,666
-1,234
165
$108K 0.02%
632
166
$107K 0.02%
1,046
167
$105K 0.02%
2,000
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168
$104K 0.02%
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169
$102K 0.02%
1,800
170
$99.6K 0.02%
828
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171
$99.4K 0.02%
1,298
-761
172
$99.1K 0.02%
979
173
$98.2K 0.02%
2,930
174
$95.2K 0.02%
298
+290
175
$94.2K 0.02%
857
+21
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7
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