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
326
$33.4K 0.01%
255
327
$33.4K 0.01%
3,914
328
$33.1K 0.01%
+585
329
$33.1K 0.01%
400
330
$33.1K 0.01%
1,242
+1,241
331
$33K 0.01%
+198
332
$33K 0.01%
317
+23
333
$32.8K 0.01%
+880
334
$32.6K 0.01%
1,840
-1,390
335
$32.6K 0.01%
+210
336
$32.1K 0.01%
+293
337
$31.9K 0.01%
296
-64
338
$31.7K 0.01%
124
+27
339
$31.6K 0.01%
169
-93
340
$31.6K 0.01%
+678
341
$31.5K 0.01%
3,560
342
$31.5K 0.01%
391
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343
$31.5K 0.01%
189
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344
$31.2K 0.01%
676
-101
345
$31.2K 0.01%
2,600
346
$30.9K 0.01%
+80
347
$30.8K 0.01%
275
+63
348
$30.7K 0.01%
200
-20
349
$30.5K 0.01%
1,130
350
$30.5K 0.01%
277
12 13
14
15 16