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
176
$93.8K 0.02%
990
177
$93.2K 0.02%
735
178
$93K 0.02%
2,975
179
$91.1K 0.02%
522
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180
$90.6K 0.02%
1,810
-363
181
$90.1K 0.02%
4,400
-2,315
182
$89.7K 0.02%
3,855
183
$88.7K 0.02%
+1,585
184
$88.7K 0.02%
2,600
185
$88.4K 0.02%
4,101
+500
186
$85.4K 0.02%
1,250
-122
187
$85K 0.02%
1,040
188
$84.6K 0.02%
1,176
189
$82K 0.02%
1,293
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190
$79K 0.02%
1,576
-609
191
$79K 0.02%
750
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192
$77.5K 0.02%
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193
$76.9K 0.02%
300
194
$76.7K 0.02%
2,520
195
$76.4K 0.02%
3,900
196
$76K 0.02%
263
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197
$75.4K 0.02%
723
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198
$75.1K 0.02%
+720
199
$74.5K 0.02%
2,965
200
$74K 0.02%
972
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