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
301
$48.8K 0.01%
3,460
302
$47.9K 0.01%
58
303
$47.8K 0.01%
233
304
$47.3K 0.01%
639
305
$46.8K 0.01%
1,035
306
$46.7K 0.01%
795
307
$45.9K 0.01%
855
308
$45.7K 0.01%
80
309
$45.7K 0.01%
396
310
$45.2K 0.01%
150
311
$45.1K 0.01%
172
312
$44.6K 0.01%
497
313
$44K 0.01%
585
314
$43.7K 0.01%
81
315
$43.6K 0.01%
375
316
$43.4K 0.01%
586
317
$43.1K 0.01%
310
318
$43K 0.01%
+297
319
$42.5K 0.01%
1,500
320
$41.9K 0.01%
1,750
321
$41.2K 0.01%
389
-146
322
$41.1K 0.01%
11,750
323
$40.9K 0.01%
610
324
$40.6K 0.01%
1,248
325
$40.4K 0.01%
248
11 12
13
14 15