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
676
$2.26K ﹤0.01%
86
677
$2.25K ﹤0.01%
200
678
$2.17K ﹤0.01%
251
-63
679
$2.15K ﹤0.01%
1,362
680
$2.11K ﹤0.01%
112
681
$2.1K ﹤0.01%
67
+43
682
$2.06K ﹤0.01%
40
683
$2.04K ﹤0.01%
7
684
$2K ﹤0.01%
65
685
$1.96K ﹤0.01%
39
+1
686
$1.95K ﹤0.01%
18
687
$1.94K ﹤0.01%
25
688
$1.5K ﹤0.01%
+69
689
$1.46K ﹤0.01%
10
+5
690
$1.46K ﹤0.01%
35
691
$1.32K ﹤0.01%
15
692
$1.3K ﹤0.01%
+85
693
$1.28K ﹤0.01%
202
694
$1.2K ﹤0.01%
400
695
$1.12K ﹤0.01%
9
696
$1.11K ﹤0.01%
30
697
$1.04K ﹤0.01%
22
698
$1.02K ﹤0.01%
+24
699
$1K ﹤0.01%
50
700
$994 ﹤0.01%
+3
26 27
28
29 30