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
751
$1.45K ﹤0.01%
7
752
$1.45K ﹤0.01%
+26
753
$1.37K ﹤0.01%
57
+39
754
$1.36K ﹤0.01%
58
+40
755
$1.32K ﹤0.01%
+30
756
$1.27K ﹤0.01%
202
757
$1.25K ﹤0.01%
13
758
$1.21K ﹤0.01%
52
759
$1.21K ﹤0.01%
980
760
$1.17K ﹤0.01%
103
-100
761
$1.17K ﹤0.01%
+110
762
$1.17K ﹤0.01%
7
763
$1.16K ﹤0.01%
20
764
$1.08K ﹤0.01%
+20
765
$1.07K ﹤0.01%
20
766
$1.06K ﹤0.01%
25
767
$1.05K ﹤0.01%
+75
768
$1.04K ﹤0.01%
12
769
$1.04K ﹤0.01%
30
770
$1.04K ﹤0.01%
4,150
771
$1.02K ﹤0.01%
92
-469
772
$995 ﹤0.01%
170
773
$910 ﹤0.01%
6
774
$898 ﹤0.01%
14
775
$854 ﹤0.01%
150
29 30
31
32 33