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
326
$39.6K 0.01%
+100
327
$39.2K 0.01%
210
328
$39.2K 0.01%
350
329
$38.8K 0.01%
896
-1,079
330
$38.6K 0.01%
670
331
$38.5K 0.01%
140
332
$38.2K 0.01%
290
333
$37.9K 0.01%
672
-8
334
$37.1K 0.01%
128
335
$36.9K 0.01%
665
336
$36.7K 0.01%
600
337
$36.4K 0.01%
253
338
$36.2K 0.01%
3,500
339
$36.1K 0.01%
450
340
$36K 0.01%
1,179
+256
341
$35.4K 0.01%
226
342
$35.2K 0.01%
97
-27
343
$35K 0.01%
500
344
$34.1K 0.01%
400
345
$33.9K 0.01%
115
346
$33.9K 0.01%
189
347
$33.3K 0.01%
1,130
348
$32.2K 0.01%
2,000
349
$31.5K 0.01%
+234
350
$30.6K 0.01%
1,215
12 13
14
15 16