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
126
$210K 0.04%
2,180
+100
127
$207K 0.04%
11,670
128
$205K 0.04%
966
-12
129
$205K 0.04%
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+500
130
$194K 0.04%
2,709
+1,850
131
$190K 0.04%
5,814
-18
132
$190K 0.04%
9,848
-194
133
$188K 0.04%
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134
$186K 0.04%
912
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135
$183K 0.04%
+1,867
136
$180K 0.04%
6,170
137
$179K 0.04%
3,500
138
$179K 0.04%
1,784
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139
$176K 0.04%
4,534
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140
$176K 0.04%
3,497
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141
$172K 0.04%
8,167
142
$169K 0.03%
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143
$167K 0.03%
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144
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+5,067
145
$163K 0.03%
2,700
146
$163K 0.03%
4,110
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147
$161K 0.03%
+4,560
148
$161K 0.03%
2,000
149
$161K 0.03%
2,162
-6
150
$160K 0.03%
6,270
4 5
6
7 8