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
251
$72.9K 0.01%
1,483
252
$72.7K 0.01%
125
253
$71.8K 0.01%
265
254
$71.1K 0.01%
1,170
255
$69.8K 0.01%
513
+22
256
$69.8K 0.01%
741
257
$69.4K 0.01%
+3,704
258
$68.9K 0.01%
1,263
259
$68.6K 0.01%
367
+120
260
$68.1K 0.01%
1,500
261
$67.9K 0.01%
196
262
$67.5K 0.01%
465
263
$66.8K 0.01%
1,435
-655
264
$66.6K 0.01%
4,234
-2,521
265
$64.5K 0.01%
750
266
$64.4K 0.01%
1,518
267
$63.1K 0.01%
1,466
268
$62.8K 0.01%
322
269
$62.5K 0.01%
75
270
$62.3K 0.01%
2,780
271
$61.1K 0.01%
235
272
$60.2K 0.01%
1,430
273
$59.8K 0.01%
1,195
274
$58K 0.01%
+526
275
$56.8K 0.01%
978
+368
9 10
11
12 13