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
201
$105K 0.02%
948
-160
202
$103K 0.02%
410
203
$103K 0.02%
1,258
204
$102K 0.02%
4,442
-1,000
205
$99.8K 0.02%
1,010
206
$98.9K 0.02%
558
207
$98.1K 0.02%
740
+420
208
$97.4K 0.02%
229
209
$97.3K 0.02%
1,261
210
$96.4K 0.02%
1,509
-7
211
$95.8K 0.02%
874
-442
212
$95.6K 0.02%
1,151
-372
213
$94.6K 0.02%
750
214
$94K 0.02%
631
+3
215
$93.9K 0.02%
905
216
$92.7K 0.02%
3,700
217
$91.8K 0.02%
3,700
218
$91.3K 0.02%
255
219
$90.4K 0.01%
820
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220
$90.1K 0.01%
1,550
221
$90K 0.01%
3,775
222
$88.9K 0.01%
1,644
+271
223
$87.3K 0.01%
1,657
+1
224
$85.6K 0.01%
2,600
225
$85.3K 0.01%
500
7 8
9
10 11