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
576
$7.18K ﹤0.01%
+29
577
$7.14K ﹤0.01%
1,000
578
$7.13K ﹤0.01%
818
579
$7.12K ﹤0.01%
70
580
$7.09K ﹤0.01%
47
581
$7.08K ﹤0.01%
1,918
-684
582
$7.04K ﹤0.01%
+221
583
$7K ﹤0.01%
174
584
$7K ﹤0.01%
+292
585
$6.99K ﹤0.01%
38
586
$6.85K ﹤0.01%
+153
587
$6.83K ﹤0.01%
217
588
$6.82K ﹤0.01%
+2,419
589
$6.82K ﹤0.01%
+89
590
$6.77K ﹤0.01%
+51
591
$6.74K ﹤0.01%
113
+31
592
$6.7K ﹤0.01%
+25
593
$6.66K ﹤0.01%
+114
594
$6.6K ﹤0.01%
50
595
$6.56K ﹤0.01%
145
-45
596
$6.55K ﹤0.01%
107
+30
597
$6.52K ﹤0.01%
+94
598
$6.45K ﹤0.01%
+80
599
$6.44K ﹤0.01%
+79
600
$6.41K ﹤0.01%
26
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24
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