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
501
$11K ﹤0.01%
33
502
$10.9K ﹤0.01%
73
+46
503
$10.8K ﹤0.01%
15
504
$10.7K ﹤0.01%
+2,910
505
$10.7K ﹤0.01%
50
506
$10.6K ﹤0.01%
270
507
$10.6K ﹤0.01%
21
508
$10.6K ﹤0.01%
99
509
$10.6K ﹤0.01%
271
510
$10.5K ﹤0.01%
22
511
$10.4K ﹤0.01%
16
512
$10.4K ﹤0.01%
629
513
$10.4K ﹤0.01%
204
514
$10.2K ﹤0.01%
600
515
$10.1K ﹤0.01%
221
516
$10.1K ﹤0.01%
2,250
517
$10K ﹤0.01%
100
518
$10K ﹤0.01%
41
519
$10K ﹤0.01%
2,027
520
$10K ﹤0.01%
114
521
$9.9K ﹤0.01%
479
522
$9.84K ﹤0.01%
51
523
$9.82K ﹤0.01%
63
524
$9.76K ﹤0.01%
150
525
$9.74K ﹤0.01%
823
19 20
21
22 23