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
626
$5.64K ﹤0.01%
+56
627
$5.64K ﹤0.01%
+203
628
$5.63K ﹤0.01%
+503
629
$5.63K ﹤0.01%
100
630
$5.62K ﹤0.01%
+214
631
$5.62K ﹤0.01%
100
632
$5.59K ﹤0.01%
+350
633
$5.52K ﹤0.01%
60
634
$5.52K ﹤0.01%
+206
635
$5.45K ﹤0.01%
53
636
$5.34K ﹤0.01%
+75
637
$5.25K ﹤0.01%
+55
638
$5.19K ﹤0.01%
+53
639
$5.05K ﹤0.01%
30
640
$5.01K ﹤0.01%
100
641
$4.98K ﹤0.01%
+164
642
$4.95K ﹤0.01%
+37
643
$4.92K ﹤0.01%
+11
644
$4.91K ﹤0.01%
100
645
$4.88K ﹤0.01%
186
646
$4.88K ﹤0.01%
102
647
$4.78K ﹤0.01%
100
648
$4.77K ﹤0.01%
88
649
$4.73K ﹤0.01%
+106
650
$4.69K ﹤0.01%
184
+16
24 25
26
27 28