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
176
$144K 0.02%
117
177
$142K 0.02%
3,878
178
$141K 0.02%
1,400
179
$140K 0.02%
5,317
180
$138K 0.02%
2,145
181
$137K 0.02%
5,020
182
$135K 0.02%
855
-117
183
$134K 0.02%
1,686
+26
184
$134K 0.02%
1,027
185
$134K 0.02%
1,174
186
$133K 0.02%
3,193
-68
187
$133K 0.02%
3,625
188
$131K 0.02%
1,250
189
$131K 0.02%
1,040
190
$121K 0.02%
418
-44
191
$118K 0.02%
1,421
192
$117K 0.02%
1,611
-208
193
$116K 0.02%
2,313
194
$116K 0.02%
2,405
195
$115K 0.02%
546
196
$112K 0.02%
3,052
-1,320
197
$112K 0.02%
5,293
-236
198
$109K 0.02%
710
199
$107K 0.02%
1,177
+41
200
$107K 0.02%
1,966
-158
6 7
8
9 10