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
26
$2.28M 0.38%
2,930
27
$2.23M 0.37%
24,859
-580
28
$2.22M 0.37%
22,082
+4,188
29
$1.85M 0.3%
3,523
+566
30
$1.85M 0.3%
91,174
-1,471
31
$1.8M 0.3%
38,002
-7,019
32
$1.68M 0.28%
39,210
-105
33
$1.67M 0.28%
42,289
+1,100
34
$1.61M 0.27%
20,955
35
$1.56M 0.26%
25,851
-2,565
36
$1.5M 0.25%
4,508
-445
37
$1.42M 0.23%
15,730
+2,080
38
$1.4M 0.23%
39,820
39
$1.38M 0.23%
3,110
40
$1.36M 0.22%
58,934
+11,542
41
$1.34M 0.22%
26,560
+8,906
42
$1.34M 0.22%
8,814
-292
43
$1.34M 0.22%
2,783
+19
44
$1.3M 0.21%
3,538
45
$1.29M 0.21%
24,044
+23,666
46
$1.27M 0.21%
6,332
-150
47
$1.24M 0.2%
17,333
+136
48
$1.21M 0.2%
4,643
+35
49
$1.2M 0.2%
7,944
50
$1.19M 0.2%
15,358
-3,478
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