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
701
$2.76K ﹤0.01%
4
702
$2.71K ﹤0.01%
90
703
$2.69K ﹤0.01%
90
704
$2.65K ﹤0.01%
35
705
$2.62K ﹤0.01%
30
706
$2.56K ﹤0.01%
90
707
$2.55K ﹤0.01%
+24
708
$2.5K ﹤0.01%
7
709
$2.5K ﹤0.01%
+30
710
$2.49K ﹤0.01%
7
711
$2.46K ﹤0.01%
200
712
$2.46K ﹤0.01%
+43
713
$2.43K ﹤0.01%
36
714
$2.41K ﹤0.01%
100
715
$2.38K ﹤0.01%
44
716
$2.37K ﹤0.01%
189
717
$2.31K ﹤0.01%
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718
$2.3K ﹤0.01%
22
719
$2.3K ﹤0.01%
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720
$2.25K ﹤0.01%
20
721
$2.25K ﹤0.01%
+17
722
$2.23K ﹤0.01%
91
723
$2.19K ﹤0.01%
70
724
$2.17K ﹤0.01%
+85
725
$2.14K ﹤0.01%
1,700
27 28
29
30 31