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
551
$8.45K ﹤0.01%
63
552
$8.36K ﹤0.01%
220
553
$8.33K ﹤0.01%
+122
554
$8.16K ﹤0.01%
100
555
$8.14K ﹤0.01%
+363
556
$8.09K ﹤0.01%
271
-160
557
$8.01K ﹤0.01%
63
+50
558
$7.9K ﹤0.01%
467
559
$7.81K ﹤0.01%
350
-50
560
$7.76K ﹤0.01%
+95
561
$7.76K ﹤0.01%
1,000
562
$7.7K ﹤0.01%
1,055
563
$7.7K ﹤0.01%
101
564
$7.68K ﹤0.01%
290
565
$7.66K ﹤0.01%
1,210
566
$7.63K ﹤0.01%
725
567
$7.59K ﹤0.01%
200
568
$7.58K ﹤0.01%
173
569
$7.55K ﹤0.01%
+107
570
$7.5K ﹤0.01%
3,233
571
$7.41K ﹤0.01%
+56
572
$7.39K ﹤0.01%
205
-229
573
$7.39K ﹤0.01%
230
574
$7.25K ﹤0.01%
+54
575
$7.18K ﹤0.01%
25
21 22
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