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
126
$264K 0.04%
1,518
-16
127
$257K 0.04%
1,955
-195
128
$255K 0.04%
1,472
129
$254K 0.04%
1,160
130
$252K 0.04%
2,026
-15,305
131
$250K 0.04%
6,976
132
$245K 0.04%
538
133
$238K 0.04%
1,459
134
$232K 0.04%
4,596
135
$231K 0.04%
4,304
+194
136
$227K 0.04%
3,133
+200
137
$216K 0.04%
3,500
138
$211K 0.03%
5,012
-1,295
139
$210K 0.03%
1,101
+15
140
$210K 0.03%
1,714
+32
141
$208K 0.03%
2,391
-65
142
$205K 0.03%
4,520
143
$205K 0.03%
3,530
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144
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145
$203K 0.03%
2,162
146
$199K 0.03%
1,033
-133
147
$198K 0.03%
2,000
148
$197K 0.03%
14,803
-382
149
$196K 0.03%
954
150
$195K 0.03%
1,313
4 5
6
7 8