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
301
$42K 0.01%
140
302
$42K 0.01%
1,085
303
$42K 0.01%
+1,943
304
$41K 0.01%
430
305
$41K 0.01%
1,550
-150
306
$41K 0.01%
750
307
$41K 0.01%
+3,091
308
$40K 0.01%
793
-416
309
$40K 0.01%
259
+189
310
$39K 0.01%
1,300
311
$39K 0.01%
2,076
312
$39K 0.01%
1,418
313
$39K 0.01%
554
314
$39K 0.01%
845
-3,765
315
$39K 0.01%
1,200
316
$38K 0.01%
1,600
-220
317
$38K 0.01%
+5,372
318
$38K 0.01%
271
319
$37K 0.01%
78
+68
320
$37K 0.01%
375
321
$37K 0.01%
248
+5
322
$36K 0.01%
716
+411
323
$36K 0.01%
691
+391
324
$36K 0.01%
376
-11
325
$36K 0.01%
1,600
11 12
13
14 15