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
101
$345K 0.06%
4,715
102
$344K 0.06%
837
-28
103
$338K 0.06%
1,486
104
$338K 0.06%
7,067
+201
105
$333K 0.05%
6,629
-108
106
$327K 0.05%
5,645
107
$327K 0.05%
8,826
108
$324K 0.05%
673
109
$322K 0.05%
439
110
$313K 0.05%
1,632
111
$312K 0.05%
8,743
112
$311K 0.05%
2,640
-60
113
$311K 0.05%
2,490
-250
114
$308K 0.05%
961
115
$303K 0.05%
2,241
116
$302K 0.05%
7,742
+1,090
117
$297K 0.05%
6,800
-398
118
$295K 0.05%
9,290
+2,580
119
$282K 0.05%
3,529
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120
$281K 0.05%
7,919
-1,725
121
$278K 0.05%
1,352
122
$278K 0.05%
2,870
+243
123
$273K 0.04%
1,660
124
$270K 0.04%
4,237
125
$268K 0.04%
6,069
+800
3 4
5
6 7