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
101
$304K 0.06%
1,912
102
$303K 0.06%
7,827
-2,008
103
$301K 0.06%
6,671
+201
104
$300K 0.06%
10,026
105
$300K 0.06%
8,595
+1,500
106
$297K 0.06%
+10,060
107
$291K 0.06%
6,200
108
$273K 0.06%
2,225
109
$267K 0.05%
+5,788
110
$264K 0.05%
5,361
+1,017
111
$254K 0.05%
538
112
$253K 0.05%
5,935
113
$253K 0.05%
6,200
+73
114
$250K 0.05%
2,195
115
$250K 0.05%
688
116
$248K 0.05%
2,211
-165
117
$248K 0.05%
1,352
118
$236K 0.05%
+6,307
119
$234K 0.05%
6,928
-600
120
$226K 0.05%
7,232
+2,740
121
$220K 0.04%
442
+173
122
$217K 0.04%
1,316
123
$214K 0.04%
1,104
+104
124
$211K 0.04%
5,645
+174
125
$211K 0.04%
1,236
+332
3 4
5
6 7