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
$490M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.23M
3
+$2.98M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.83M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.03M

Top Sells

1
+$2.04M
2
+$504K
3
+$406K
4
BBAX icon
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
+$394K
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$363K

Sector Composition

1 Technology 3.53%
2 Industrials 1.6%
3 Healthcare 1.6%
4 Consumer Discretionary 1.59%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$77.3K 0.02%
1,109
+109
227
$76.7K 0.02%
1,010
228
$75.2K 0.02%
1,518
229
$74.8K 0.02%
262
+185
230
$74.4K 0.02%
2,965
231
$73.5K 0.02%
+1,400
232
$73.3K 0.02%
700
-23
233
$73.2K 0.02%
825
234
$73.2K 0.01%
720
235
$72.9K 0.01%
1,258
+528
236
$71.7K 0.01%
384
+126
237
$71.4K 0.01%
5,122
238
$69.8K 0.01%
500
-235
239
$68.4K 0.01%
910
240
$68.3K 0.01%
798
-500
241
$68.3K 0.01%
871
-103
242
$68.2K 0.01%
1,800
-91
243
$67.1K 0.01%
790
244
$66.7K 0.01%
3,580
245
$66.1K 0.01%
202
+62
246
$65.1K 0.01%
741
+61
247
$62.6K 0.01%
1,650
+494
248
$62.1K 0.01%
1,564
+59
249
$62K 0.01%
615
+5
250
$61.7K 0.01%
293
+215
8 9
10
11 12