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
651
$4.63K ﹤0.01%
+62
652
$4.62K ﹤0.01%
100
653
$4.61K ﹤0.01%
+131
654
$4.58K ﹤0.01%
23
655
$4.5K ﹤0.01%
75
656
$4.5K ﹤0.01%
100
657
$4.47K ﹤0.01%
+622
658
$4.43K ﹤0.01%
650
659
$4.42K ﹤0.01%
+113
660
$4.4K ﹤0.01%
1,740
661
$4.33K ﹤0.01%
56
662
$4.32K ﹤0.01%
35
663
$4.27K ﹤0.01%
33
-217
664
$4.27K ﹤0.01%
+121
665
$4.13K ﹤0.01%
100
666
$4.12K ﹤0.01%
108
667
$4.11K ﹤0.01%
115
668
$4.06K ﹤0.01%
400
669
$4.05K ﹤0.01%
+164
670
$4.04K ﹤0.01%
1,364
671
$4.02K ﹤0.01%
+122
672
$4.02K ﹤0.01%
26
673
$3.95K ﹤0.01%
+103
674
$3.9K ﹤0.01%
+144
675
$3.86K ﹤0.01%
118
25 26
27
28 29