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
276
$56.7K 0.01%
750
277
$56.7K 0.01%
275
278
$55.5K 0.01%
139
+100
279
$55.2K 0.01%
430
280
$55.1K 0.01%
890
281
$53.7K 0.01%
927
282
$53.2K 0.01%
814
283
$53.1K 0.01%
827
284
$52.9K 0.01%
713
+185
285
$52.7K 0.01%
785
286
$52.3K 0.01%
430
287
$52.1K 0.01%
1,029
288
$51.8K 0.01%
306
-583
289
$51.4K 0.01%
53
-75
290
$51.3K 0.01%
1,014
291
$51.1K 0.01%
330
292
$50.7K 0.01%
1,117
293
$50.4K 0.01%
2,625
294
$50.3K 0.01%
1,690
295
$50.2K 0.01%
593
+3
296
$50K 0.01%
1,280
297
$49.9K 0.01%
2,440
298
$49.5K 0.01%
389
299
$48.9K 0.01%
552
300
$48.8K 0.01%
700
10 11
12
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