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
676
$3.8K ﹤0.01%
77
677
$3.77K ﹤0.01%
148
678
$3.74K ﹤0.01%
53
679
$3.73K ﹤0.01%
30
680
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50
681
$3.68K ﹤0.01%
36
682
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200
683
$3.65K ﹤0.01%
54
684
$3.46K ﹤0.01%
400
-400
685
$3.45K ﹤0.01%
833
686
$3.38K ﹤0.01%
+802
687
$3.36K ﹤0.01%
+41
688
$3.35K ﹤0.01%
85
689
$3.35K ﹤0.01%
50
690
$3.33K ﹤0.01%
10
691
$3.33K ﹤0.01%
75
692
$3.29K ﹤0.01%
50
693
$3.18K ﹤0.01%
262
694
$3.14K ﹤0.01%
135
-870
695
$3.12K ﹤0.01%
25
696
$3.04K ﹤0.01%
85
697
$3.02K ﹤0.01%
9
698
$3K ﹤0.01%
30
699
$2.94K ﹤0.01%
300
700
$2.76K ﹤0.01%
9
26 27
28
29 30