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
426
$18.2K ﹤0.01%
161
427
$18.2K ﹤0.01%
155
428
$18.1K ﹤0.01%
620
429
$17.9K ﹤0.01%
418
430
$17.9K ﹤0.01%
975
431
$17.9K ﹤0.01%
2,450
+800
432
$17.8K ﹤0.01%
1,500
433
$17.6K ﹤0.01%
256
434
$17.6K ﹤0.01%
760
-2,380
435
$17.6K ﹤0.01%
1,025
436
$17.4K ﹤0.01%
301
437
$17.2K ﹤0.01%
886
438
$17.2K ﹤0.01%
+410
439
$16.7K ﹤0.01%
1,015
440
$16.6K ﹤0.01%
1,363
-135
441
$16.6K ﹤0.01%
556
-86
442
$16.6K ﹤0.01%
128
+74
443
$16.5K ﹤0.01%
500
444
$16.4K ﹤0.01%
140
445
$16.4K ﹤0.01%
+510
446
$16.3K ﹤0.01%
88
447
$16.2K ﹤0.01%
2
448
$16.1K ﹤0.01%
288
+34
449
$16.1K ﹤0.01%
31
-15
450
$16K ﹤0.01%
204
16 17
18
19 20