HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
+8.34%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$437M
AUM Growth
+$57.1M
(+15%)
Cap. Flow
+$27.1M
Cap. Flow
% of AUM
6.19%
Top 10 Holdings %
Top 10 Hldgs %
72.65%
Holding
762
New
81
Increased
136
Reduced
138
Closed
67
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$3.51M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$3.09M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$2.76M |
| 4 |
Schwab International Equity ETF
SCHF
|
$1.9M |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$1.89M |
Top Sells
Sector Composition
| 1 | Technology | 3.07% |
| 2 | Healthcare | 1.72% |
| 3 | Industrials | 1.66% |
| 4 | Consumer Discretionary | 1.36% |
| 5 | Financials | 1.35% |
