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
276
$50.1K 0.01%
1,690
277
$49.5K 0.01%
2,440
278
$49.4K 0.01%
855
279
$49.2K 0.01%
1,530
280
$49.1K 0.01%
665
281
$48.8K 0.01%
525
-221
282
$48.7K 0.01%
1,328
+211
283
$48.6K 0.01%
890
284
$47.5K 0.01%
785
-800
285
$46.9K 0.01%
65
+12
286
$46.8K 0.01%
+584
287
$46.1K 0.01%
470
-45
288
$46K 0.01%
+161
289
$45.9K 0.01%
7,314
290
$45.5K 0.01%
91
291
$45.3K 0.01%
150
+25
292
$44.5K 0.01%
1,267
+80
293
$44.4K 0.01%
332
+25
294
$44.1K 0.01%
795
-50
295
$43.8K 0.01%
446
296
$43.8K 0.01%
1,248
297
$43.7K 0.01%
1,195
298
$43K 0.01%
700
299
$42.8K 0.01%
3,500
300
$42.5K 0.01%
260
10 11
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