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
601
$6.37K ﹤0.01%
+44
602
$6.36K ﹤0.01%
+50
603
$6.33K ﹤0.01%
+116
604
$6.25K ﹤0.01%
+34
605
$6.24K ﹤0.01%
100
606
$6.23K ﹤0.01%
+60
607
$6.21K ﹤0.01%
+67
608
$6.21K ﹤0.01%
227
609
$6.2K ﹤0.01%
+29
610
$6.18K ﹤0.01%
153
611
$6.15K ﹤0.01%
+23
612
$6.12K ﹤0.01%
113
+27
613
$6.06K ﹤0.01%
135
614
$6.05K ﹤0.01%
+55
615
$6.05K ﹤0.01%
120
616
$6.02K ﹤0.01%
50
617
$5.99K ﹤0.01%
+67
618
$5.88K ﹤0.01%
3,500
619
$5.86K ﹤0.01%
+60
620
$5.85K ﹤0.01%
+89
621
$5.85K ﹤0.01%
+155
622
$5.82K ﹤0.01%
+67
623
$5.8K ﹤0.01%
823
-289
624
$5.78K ﹤0.01%
+170
625
$5.66K ﹤0.01%
210
23 24
25
26 27