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
701
$926 ﹤0.01%
10
702
$793 ﹤0.01%
40
703
$767 ﹤0.01%
+24
704
$702 ﹤0.01%
144
705
$649 ﹤0.01%
980
706
$557 ﹤0.01%
+20
707
$518 ﹤0.01%
12
708
$501 ﹤0.01%
59
709
$429 ﹤0.01%
100
710
$421 ﹤0.01%
113
711
$364 ﹤0.01%
+45
712
$311 ﹤0.01%
70
713
$275 ﹤0.01%
4
714
$218 ﹤0.01%
3
715
$203 ﹤0.01%
17
716
$197 ﹤0.01%
2
717
$189 ﹤0.01%
6
718
$161 ﹤0.01%
60
719
$154 ﹤0.01%
4
720
$142 ﹤0.01%
100
721
$138 ﹤0.01%
12
722
$133 ﹤0.01%
+20
723
$131 ﹤0.01%
12
724
$121 ﹤0.01%
12
725
$94 ﹤0.01%
5
27 28
29
30 31