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
301
$41.3K 0.01%
+375
302
$40.8K 0.01%
60
-7
303
$40.5K 0.01%
590
-67
304
$40K 0.01%
600
305
$39.9K 0.01%
430
306
$39.9K 0.01%
402
+192
307
$39.4K 0.01%
165
308
$39.2K 0.01%
682
+70
309
$38.9K 0.01%
800
310
$38.2K 0.01%
230
311
$37.6K 0.01%
4,446
+4,170
312
$37.5K 0.01%
247
+168
313
$37.4K 0.01%
5,372
314
$36.9K 0.01%
+428
315
$36.8K 0.01%
55
316
$36.7K 0.01%
1,249
+1,060
317
$35.9K 0.01%
396
318
$35.5K 0.01%
+358
319
$35.1K 0.01%
+172
320
$34.8K 0.01%
+581
321
$34.5K 0.01%
+233
322
$34.3K 0.01%
248
323
$34.2K 0.01%
290
324
$33.9K 0.01%
488
-6
325
$33.8K 0.01%
275
-84
11 12
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