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
601
$6.03K ﹤0.01%
1,000
602
$5.98K ﹤0.01%
261
603
$5.95K ﹤0.01%
164
604
$5.89K ﹤0.01%
+102
605
$5.88K ﹤0.01%
622
606
$5.88K ﹤0.01%
+60
607
$5.82K ﹤0.01%
23
608
$5.81K ﹤0.01%
+100
609
$5.76K ﹤0.01%
41
610
$5.71K ﹤0.01%
189
611
$5.7K ﹤0.01%
208
-172
612
$5.69K ﹤0.01%
60
613
$5.68K ﹤0.01%
113
614
$5.66K ﹤0.01%
152
615
$5.66K ﹤0.01%
124
616
$5.57K ﹤0.01%
350
617
$5.52K ﹤0.01%
30
618
$5.47K ﹤0.01%
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619
$5.41K ﹤0.01%
53
620
$5.35K ﹤0.01%
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621
$5.16K ﹤0.01%
112
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622
$5.15K ﹤0.01%
26
623
$5.14K ﹤0.01%
100
624
$4.84K ﹤0.01%
46
-1
625
$4.75K ﹤0.01%
279
23 24
25
26 27