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
176
$123K 0.03%
1,336
+16
177
$121K 0.02%
3,878
+1,358
178
$121K 0.02%
+1,277
179
$119K 0.02%
3,655
180
$119K 0.02%
1,047
+57
181
$118K 0.02%
632
182
$117K 0.02%
896
+375
183
$117K 0.02%
1,512
-22
184
$116K 0.02%
1,326
+1,303
185
$116K 0.02%
910
+53
186
$113K 0.02%
2,000
187
$113K 0.02%
263
188
$111K 0.02%
1,137
+158
189
$110K 0.02%
+3,625
190
$109K 0.02%
41
+7
191
$109K 0.02%
3,154
+224
192
$108K 0.02%
1,250
193
$107K 0.02%
1,544
+368
194
$106K 0.02%
462
+94
195
$105K 0.02%
1,046
196
$104K 0.02%
+1,271
197
$104K 0.02%
607
+338
198
$103K 0.02%
750
199
$100K 0.02%
659
+173
200
$98.6K 0.02%
1,899
+666
6 7
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