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
51
$765K 0.16%
30,930
52
$724K 0.15%
14,282
-1,866
53
$721K 0.15%
4,776
+276
54
$716K 0.15%
44,397
-354
55
$711K 0.15%
7,065
-477
56
$701K 0.14%
6,737
+1,292
57
$690K 0.14%
8,991
58
$682K 0.14%
6,468
+19
59
$655K 0.13%
11,869
+450
60
$636K 0.13%
25,924
+32
61
$630K 0.13%
4,449
-5
62
$623K 0.13%
7,152
+118
63
$588K 0.12%
3,687
64
$583K 0.12%
10,525
-1,195
65
$575K 0.12%
3,710
+441
66
$540K 0.11%
5,421
-1,467
67
$532K 0.11%
24,339
-1,107
68
$505K 0.1%
7,907
+386
69
$488K 0.1%
9,755
-1,515
70
$483K 0.1%
4,401
-299
71
$478K 0.1%
2,373
-18
72
$451K 0.09%
15,777
+240
73
$433K 0.09%
1,939
+54
74
$422K 0.09%
7,625
75
$414K 0.08%
2,184
+75
1 2
3
4 5