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
726
$2.09K ﹤0.01%
24
727
$1.98K ﹤0.01%
17
728
$1.9K ﹤0.01%
41
729
$1.84K ﹤0.01%
36
730
$1.83K ﹤0.01%
8
731
$1.82K ﹤0.01%
11
732
$1.8K ﹤0.01%
93
733
$1.76K ﹤0.01%
40
734
$1.71K ﹤0.01%
10
735
$1.68K ﹤0.01%
15
736
$1.67K ﹤0.01%
18
737
$1.66K ﹤0.01%
50
738
$1.6K ﹤0.01%
92
739
$1.58K ﹤0.01%
7
740
$1.58K ﹤0.01%
15
741
$1.56K ﹤0.01%
63
742
$1.55K ﹤0.01%
26
743
$1.54K ﹤0.01%
10
744
$1.54K ﹤0.01%
33
745
$1.51K ﹤0.01%
38
746
$1.5K ﹤0.01%
18
747
$1.49K ﹤0.01%
200
748
$1.47K ﹤0.01%
41
749
$1.46K ﹤0.01%
28
750
$1.46K ﹤0.01%
10
28 29
30
31 32