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
551
$8.23K ﹤0.01%
725
552
$8.21K ﹤0.01%
2,063
553
$8.21K ﹤0.01%
89
554
$8.18K ﹤0.01%
70
555
$8.12K ﹤0.01%
125
556
$8.1K ﹤0.01%
210
557
$8.08K ﹤0.01%
37
558
$8.08K ﹤0.01%
50
559
$8.04K ﹤0.01%
1,210
560
$8.01K ﹤0.01%
818
561
$7.92K ﹤0.01%
60
562
$7.87K ﹤0.01%
60
563
$7.8K ﹤0.01%
44
564
$7.77K ﹤0.01%
170
565
$7.64K ﹤0.01%
1,215
566
$7.62K ﹤0.01%
10
567
$7.62K ﹤0.01%
100
568
$7.49K ﹤0.01%
41
+12
569
$7.47K ﹤0.01%
79
570
$7.45K ﹤0.01%
2,877
571
$7.41K ﹤0.01%
767
572
$7.38K ﹤0.01%
88
573
$7.37K ﹤0.01%
55
574
$7.33K ﹤0.01%
+125
575
$7.28K ﹤0.01%
113
21 22
23
24 25