HWA

HHM Wealth Advisors Portfolio holdings

AUM $864M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
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
801
$262 ﹤0.01%
60
802
$238 ﹤0.01%
20
803
$164 ﹤0.01%
17
804
$88 ﹤0.01%
57
805
$80 ﹤0.01%
11
806
$66 ﹤0.01%
3
807
$52 ﹤0.01%
23
808
$27 ﹤0.01%
+1
809
$24 ﹤0.01%
260
810
$19 ﹤0.01%
4
811
$18 ﹤0.01%
100
812
$12 ﹤0.01%
1
813
– –
0
814
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0
815
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816
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-117
817
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-12,457
818
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-1,000
819
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820
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-746
821
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-260
822
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823
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824
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825
– –
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