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
651
$3.57K ﹤0.01%
802
652
$3.52K ﹤0.01%
200
653
$3.36K ﹤0.01%
+200
654
$3.3K ﹤0.01%
9,000
655
$3.26K ﹤0.01%
262
656
$3.25K ﹤0.01%
135
657
$3.19K ﹤0.01%
27
658
$3.17K ﹤0.01%
35
659
$3.11K ﹤0.01%
1,395
+1,383
660
$3.08K ﹤0.01%
20
661
$3.07K ﹤0.01%
143
662
$3.07K ﹤0.01%
29
-1
663
$3.05K ﹤0.01%
30
664
$3.05K ﹤0.01%
+30
665
$2.99K ﹤0.01%
189
666
$2.91K ﹤0.01%
12
667
$2.9K ﹤0.01%
40
668
$2.83K ﹤0.01%
+585
669
$2.83K ﹤0.01%
10
670
$2.76K ﹤0.01%
34
671
$2.72K ﹤0.01%
35
672
$2.7K ﹤0.01%
85
673
$2.59K ﹤0.01%
90
674
$2.36K ﹤0.01%
90
675
$2.3K ﹤0.01%
200
25 26
27
28 29