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
151
$158K 0.03%
565
-69
152
$157K 0.03%
2,528
153
$155K 0.03%
8,484
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154
$155K 0.03%
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155
$154K 0.03%
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+6
156
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712
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157
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1,474
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158
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159
$150K 0.03%
5,317
+156
160
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769
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161
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162
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368
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163
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164
$141K 0.03%
5,450
165
$141K 0.03%
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166
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+1,920
167
$140K 0.03%
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169
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170
$132K 0.03%
1,664
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171
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5,550
172
$128K 0.03%
1,416
+1,380
173
$128K 0.03%
5,529
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174
$125K 0.03%
5,020
+1,165
175
$124K 0.03%
7,027
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