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
76
$408K 0.08%
14,690
-190
77
$395K 0.08%
11,098
78
$380K 0.08%
4,977
-1,217
79
$377K 0.08%
2,070
+193
80
$372K 0.08%
6,100
81
$371K 0.08%
7,414
82
$368K 0.08%
778
+138
83
$367K 0.07%
8,575
84
$359K 0.07%
3,549
+448
85
$357K 0.07%
865
-116
86
$350K 0.07%
3,735
87
$349K 0.07%
11,008
-230
88
$347K 0.07%
847
-103
89
$345K 0.07%
999
+347
90
$345K 0.07%
1,855
+242
91
$344K 0.07%
5,553
+199
92
$341K 0.07%
1,615
93
$334K 0.07%
1,480
+189
94
$332K 0.07%
5,000
95
$325K 0.07%
1,365
96
$323K 0.07%
9,744
+600
97
$322K 0.07%
1,332
-175
98
$321K 0.07%
7,198
99
$313K 0.06%
1,511
+369
100
$304K 0.06%
8,743
2 3
4
5 6