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
76
$540K 0.09%
3,413
-151
77
$536K 0.09%
4,614
78
$533K 0.09%
6,100
79
$512K 0.08%
1,035
-38
80
$488K 0.08%
1,750
+202
81
$472K 0.08%
7,840
-5
82
$457K 0.08%
9,120
+4,560
83
$439K 0.07%
9,114
-1,546
84
$427K 0.07%
1,708
85
$410K 0.07%
3,606
86
$406K 0.07%
11,098
87
$394K 0.06%
15,552
-786
88
$387K 0.06%
20,000
89
$385K 0.06%
634
90
$385K 0.06%
5,106
91
$380K 0.06%
+13,262
92
$371K 0.06%
7,827
93
$370K 0.06%
708
+13
94
$369K 0.06%
1,365
95
$358K 0.06%
5,858
-325
96
$351K 0.06%
1,235
-87
97
$351K 0.06%
6,700
98
$350K 0.06%
5,117
99
$348K 0.06%
9,612
100
$346K 0.06%
1,976
2 3
4
5 6