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
576
$7.27K ﹤0.01%
1,615
577
$7.23K ﹤0.01%
13
578
$7.23K ﹤0.01%
278
+21
579
$7.18K ﹤0.01%
29
580
$7.02K ﹤0.01%
503
581
$7.01K ﹤0.01%
55
582
$6.96K ﹤0.01%
450
583
$6.95K ﹤0.01%
116
584
$6.88K ﹤0.01%
187
585
$6.78K ﹤0.01%
1,055
586
$6.66K ﹤0.01%
1,000
587
$6.63K ﹤0.01%
50
588
$6.6K ﹤0.01%
244
589
$6.54K ﹤0.01%
400
-2,000
590
$6.48K ﹤0.01%
107
591
$6.45K ﹤0.01%
467
592
$6.38K ﹤0.01%
75
593
$6.34K ﹤0.01%
1,350
594
$6.33K ﹤0.01%
456
-218
595
$6.33K ﹤0.01%
67
596
$6.27K ﹤0.01%
67
597
$6.26K ﹤0.01%
107
598
$6.13K ﹤0.01%
120
599
$6.12K ﹤0.01%
377
600
$6.06K ﹤0.01%
25
22 23
24
25 26