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
51
$1.18M 0.19%
5,555
+1
52
$1.18M 0.19%
4,670
53
$1.15M 0.19%
13,404
+500
54
$1.14M 0.19%
7,056
-360
55
$1.13M 0.19%
6,696
56
$965K 0.16%
19,341
-660
57
$918K 0.15%
44,397
58
$844K 0.14%
6,428
59
$775K 0.13%
4,257
60
$761K 0.13%
7,767
+276
61
$759K 0.12%
6,271
62
$734K 0.12%
5,577
-17
63
$685K 0.11%
8,109
+346
64
$684K 0.11%
4,879
+74
65
$641K 0.11%
25,560
-520
66
$633K 0.1%
10,420
67
$624K 0.1%
2,730
68
$608K 0.1%
16,030
+38
69
$601K 0.1%
10,673
70
$591K 0.1%
1,217
+44
71
$590K 0.1%
2,399
72
$576K 0.09%
7,625
73
$570K 0.09%
4,318
-3,730
74
$566K 0.09%
3,220
+51
75
$553K 0.09%
21,919
-4,408
1 2
3
4 5