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
426
$18.5K ﹤0.01%
75
427
$18.4K ﹤0.01%
131
428
$18.3K ﹤0.01%
304
+161
429
$18.2K ﹤0.01%
200
430
$18.1K ﹤0.01%
2,828
+382
431
$17.6K ﹤0.01%
500
432
$17.6K ﹤0.01%
540
433
$17.4K ﹤0.01%
530
434
$17.4K ﹤0.01%
+110
435
$17.4K ﹤0.01%
87
-39
436
$17.3K ﹤0.01%
486
-101
437
$17.2K ﹤0.01%
37
+11
438
$17.1K ﹤0.01%
48
439
$17K ﹤0.01%
1,618
+3
440
$16.9K ﹤0.01%
+254
441
$16.7K ﹤0.01%
135
-109
442
$16.7K ﹤0.01%
488
+184
443
$16.6K ﹤0.01%
400
444
$16.4K ﹤0.01%
20
445
$16.4K ﹤0.01%
+701
446
$16.2K ﹤0.01%
+523
447
$16.1K ﹤0.01%
1,015
448
$15.8K ﹤0.01%
620
449
$15.6K ﹤0.01%
1,955
+806
450
$15.5K ﹤0.01%
496
16 17
18
19 20