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
376
$27K ﹤0.01%
69
377
$26.2K ﹤0.01%
180
378
$26K ﹤0.01%
77
+16
379
$25.9K ﹤0.01%
+1,000
380
$25.9K ﹤0.01%
200
381
$25.8K ﹤0.01%
450
382
$25.7K ﹤0.01%
918
-115
383
$25.2K ﹤0.01%
270
384
$25K ﹤0.01%
194
385
$24.4K ﹤0.01%
401
386
$24.2K ﹤0.01%
150
387
$24K ﹤0.01%
115
388
$23.8K ﹤0.01%
413
389
$23.2K ﹤0.01%
77
+33
390
$23K ﹤0.01%
131
391
$22.8K ﹤0.01%
960
392
$22.8K ﹤0.01%
788
393
$22.6K ﹤0.01%
629
-261
394
$22.2K ﹤0.01%
83
395
$22.2K ﹤0.01%
129
396
$21.8K ﹤0.01%
455
397
$21.7K ﹤0.01%
2,046
398
$21.5K ﹤0.01%
+666
399
$21.3K ﹤0.01%
200
400
$21.2K ﹤0.01%
476
14 15
16
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