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
201
$97.5K 0.02%
2,975
202
$96.6K 0.02%
1,040
203
$95.4K 0.02%
300
204
$95K 0.02%
16,000
+4,000
205
$93.3K 0.02%
523
+1
206
$92.3K 0.02%
500
207
$91K 0.02%
5,005
+3,505
208
$91K 0.02%
+3,700
209
$91K 0.02%
1,810
210
$90.8K 0.02%
1,800
211
$90.8K 0.02%
+3,700
212
$89.8K 0.02%
2,090
+1,785
213
$88.7K 0.02%
1,401
+108
214
$88.6K 0.02%
2,600
215
$87.1K 0.02%
1,785
+1,360
216
$86K 0.02%
117
217
$83K 0.02%
1,421
218
$82.6K 0.02%
+721
219
$82.2K 0.02%
659
+105
220
$81.7K 0.02%
+1,683
221
$81K 0.02%
+750
222
$79.3K 0.02%
1,576
223
$78.9K 0.02%
972
224
$78.9K 0.02%
3,900
225
$78.6K 0.02%
+839
7 8
9
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