HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
-14.54%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$390M
AUM Growth
-$37.5M
(-8.8%)
Cap. Flow
+$25.5M
Cap. Flow
% of AUM
6.54%
Top 10 Holdings %
Top 10 Hldgs %
69.09%
Holding
869
New
144
Increased
152
Reduced
97
Closed
50
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$11M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$4.82M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$4.49M |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$1.81M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.1M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$1M |
| 2 |
Titan International
TWI
|
+$823K |
| 3 |
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
|
+$377K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$360K |
| 5 |
Franklin FTSE Japan ETF
FLJP
|
+$262K |
Sector Composition
| 1 | Technology | 4.1% |
| 2 | Healthcare | 2.15% |
| 3 | Financials | 1.99% |
| 4 | Industrials | 1.82% |
| 5 | Consumer Discretionary | 1.69% |
