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
451
$15.8K ﹤0.01%
277
452
$15.8K ﹤0.01%
210
453
$15.5K ﹤0.01%
180
-112
454
$15.5K ﹤0.01%
175
-395
455
$15.4K ﹤0.01%
308
+25
456
$15.4K ﹤0.01%
44
457
$15.3K ﹤0.01%
328
458
$15K ﹤0.01%
28
459
$15K ﹤0.01%
69
-20
460
$14.8K ﹤0.01%
2,000
461
$14.8K ﹤0.01%
184
462
$14.7K ﹤0.01%
192
463
$14.6K ﹤0.01%
50
464
$14.6K ﹤0.01%
625
465
$14.4K ﹤0.01%
105
466
$14.4K ﹤0.01%
270
467
$14.2K ﹤0.01%
1,296
+16
468
$14.1K ﹤0.01%
296
469
$14.1K ﹤0.01%
223
470
$14K ﹤0.01%
360
471
$13.9K ﹤0.01%
2,500
472
$13.7K ﹤0.01%
64
473
$13.6K ﹤0.01%
150
474
$13.5K ﹤0.01%
24
475
$13.4K ﹤0.01%
212
17 18
19
20 21