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
$490M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.23M
3
+$2.98M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.83M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.03M

Top Sells

1
+$2.04M
2
+$504K
3
+$406K
4
BBAX icon
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
+$394K
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$363K

Sector Composition

1 Technology 3.53%
2 Industrials 1.6%
3 Healthcare 1.6%
4 Consumer Discretionary 1.59%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$10.1K ﹤0.01%
670
-361
527
$10K ﹤0.01%
+191
528
$9.97K ﹤0.01%
+28
529
$9.94K ﹤0.01%
212
-75
530
$9.94K ﹤0.01%
242
531
$9.8K ﹤0.01%
594
+159
532
$9.79K ﹤0.01%
247
+97
533
$9.78K ﹤0.01%
85
+25
534
$9.74K ﹤0.01%
184
+46
535
$9.67K ﹤0.01%
2,027
536
$9.53K ﹤0.01%
865
537
$9.52K ﹤0.01%
441
538
$9.42K ﹤0.01%
+164
539
$9.38K ﹤0.01%
378
-132
540
$9.33K ﹤0.01%
786
+171
541
$9.32K ﹤0.01%
+99
542
$9.2K ﹤0.01%
44
+2
543
$9.11K ﹤0.01%
175
+63
544
$9.1K ﹤0.01%
+104
545
$8.93K ﹤0.01%
133
+27
546
$8.77K ﹤0.01%
342
-9
547
$8.69K ﹤0.01%
+123
548
$8.63K ﹤0.01%
365
549
$8.63K ﹤0.01%
+114
550
$8.6K ﹤0.01%
+141
20 21
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