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
201
$74K 0.02%
500
202
$73.4K 0.02%
117
203
$73.4K 0.02%
521
-10
204
$71.9K 0.02%
825
205
$71.8K 0.02%
1,010
206
$71.7K 0.02%
910
207
$71.5K 0.02%
1,518
208
$68.5K 0.02%
34
209
$68.1K 0.02%
1,421
210
$67.2K 0.02%
928
211
$66.5K 0.02%
+790
212
$66.1K 0.02%
1,891
+29
213
$65.8K 0.02%
486
214
$65.1K 0.01%
1,054
+24
215
$64.6K 0.01%
307
216
$63.7K 0.01%
368
217
$63.3K 0.01%
760
218
$62.5K 0.01%
554
+203
219
$62.4K 0.01%
283
220
$62.1K 0.01%
1,233
+17
221
$61.1K 0.01%
3,580
-4,000
222
$59.3K 0.01%
+721
223
$58.9K 0.01%
176
-31
224
$58.2K 0.01%
593
+200
225
$57.8K 0.01%
680
7 8
9
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