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
$390M
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.82M
3
+$4.49M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.81M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.1M

Top Sells

1
+$1M
2
+$823K
3
+$377K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$360K
5
FLJP icon
Franklin FTSE Japan ETF
FLJP
+$262K

Sector Composition

1 Technology 4.1%
2 Healthcare 2.15%
3 Financials 1.99%
4 Industrials 1.82%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$64K 0.02%
134
+24
252
$63K 0.02%
590
+324
253
$63K 0.02%
117
254
$62K 0.02%
317
-83
255
$62K 0.02%
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256
$61K 0.02%
640
257
$60K 0.02%
5,122
258
$59K 0.02%
34
259
$58K 0.01%
639
260
$58K 0.01%
1,030
261
$58K 0.01%
1,127
262
$58K 0.01%
694
263
$58K 0.01%
1,860
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264
$57K 0.01%
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265
$56K 0.01%
855
266
$56K 0.01%
1,001
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267
$55K 0.01%
4,350
268
$54K 0.01%
1,740
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269
$54K 0.01%
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270
$53K 0.01%
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$53K 0.01%
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272
$53K 0.01%
310
273
$53K 0.01%
969
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274
$52K 0.01%
1,170
275
$52K 0.01%
680
9 10
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12 13