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
$607M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$1.49M
3
+$1.27M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$765K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$709K

Top Sells

1
+$28.7M
2
+$4.43M
3
+$1.9M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.65M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$641K

Sector Composition

1 Technology 4.02%
2 Consumer Discretionary 2.33%
3 Industrials 1.86%
4 Financials 1.82%
5 Healthcare 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$84.4K 0.01%
202
227
$83.4K 0.01%
1,232
228
$82.4K 0.01%
785
229
$81.9K 0.01%
910
230
$81K 0.01%
318
231
$80.3K 0.01%
515
232
$79.8K 0.01%
800
233
$79.2K 0.01%
819
-479
234
$78.7K 0.01%
859
-275
235
$78.7K 0.01%
2,193
-1,462
236
$78.6K 0.01%
775
237
$77.8K 0.01%
431
+1
238
$77.8K 0.01%
825
239
$77.7K 0.01%
300
240
$76.8K 0.01%
5,005
-190
241
$76.1K 0.01%
1,047
242
$75.2K 0.01%
3,580
243
$75.1K 0.01%
303
244
$75.1K 0.01%
577
245
$74.7K 0.01%
593
246
$74.6K 0.01%
478
247
$74.5K 0.01%
542
248
$74.3K 0.01%
258
249
$73.4K 0.01%
500
250
$73.3K 0.01%
700
8 9
10
11 12