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
376
$26.3K 0.01%
410
-90
377
$26.3K 0.01%
450
378
$26.2K 0.01%
2,076
379
$26K 0.01%
125
+104
380
$26K 0.01%
530
381
$25.9K 0.01%
1,125
382
$25.6K 0.01%
751
+109
383
$25.6K 0.01%
+58
384
$25.3K 0.01%
399
-75
385
$25.3K 0.01%
99
+92
386
$25K 0.01%
200
387
$25K 0.01%
+56
388
$24.6K 0.01%
109
+103
389
$24.5K 0.01%
561
390
$24.3K 0.01%
807
+297
391
$24.3K 0.01%
740
392
$24.1K ﹤0.01%
+487
393
$24.1K ﹤0.01%
+408
394
$23.7K ﹤0.01%
286
+1
395
$23.6K ﹤0.01%
+1,498
396
$23.6K ﹤0.01%
130
+27
397
$23.5K ﹤0.01%
+51
398
$23.2K ﹤0.01%
714
+406
399
$22.8K ﹤0.01%
337
+37
400
$22.5K ﹤0.01%
296
-33
14 15
16
17 18