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
626
$4.75K ﹤0.01%
50
627
$4.73K ﹤0.01%
650
628
$4.72K ﹤0.01%
11
629
$4.69K ﹤0.01%
131
630
$4.63K ﹤0.01%
+53
631
$4.62K ﹤0.01%
+133
632
$4.61K ﹤0.01%
164
633
$4.53K ﹤0.01%
100
634
$4.45K ﹤0.01%
221
635
$4.38K ﹤0.01%
227
636
$4.3K ﹤0.01%
1,740
637
$4.26K ﹤0.01%
122
638
$4.21K ﹤0.01%
207
-6,200
639
$4.17K ﹤0.01%
+49
640
$4.08K ﹤0.01%
+500
641
$4.04K ﹤0.01%
173
642
$4.02K ﹤0.01%
85
643
$3.98K ﹤0.01%
20
644
$3.96K ﹤0.01%
75
645
$3.72K ﹤0.01%
300
646
$3.71K ﹤0.01%
80
+25
647
$3.69K ﹤0.01%
85
-4,000
648
$3.68K ﹤0.01%
186
649
$3.65K ﹤0.01%
418
650
$3.62K ﹤0.01%
103
24 25
26
27 28