HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
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
+$12.2M
2
+$5.14M
3
+$4.9M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.02M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.22M

Top Sells

1
+$1M
2
+$823K
3
+$377K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$363K
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
426
$20K 0.01%
424
+219
427
$20K 0.01%
1,351
+521
428
$19K ﹤0.01%
850
429
$19K ﹤0.01%
605
430
$19K ﹤0.01%
156
431
$19K ﹤0.01%
1,075
432
$19K ﹤0.01%
+615
433
$19K ﹤0.01%
+217
434
$19K ﹤0.01%
460
435
$19K ﹤0.01%
163
+100
436
$19K ﹤0.01%
61
437
$19K ﹤0.01%
1,500
438
$19K ﹤0.01%
+366
439
$18K ﹤0.01%
1,100
440
$18K ﹤0.01%
+109
441
$18K ﹤0.01%
1,560
+200
442
$18K ﹤0.01%
400
443
$18K ﹤0.01%
540
444
$18K ﹤0.01%
350
445
$18K ﹤0.01%
175
446
$17K ﹤0.01%
339
447
$17K ﹤0.01%
1,728
448
$17K ﹤0.01%
975
449
$17K ﹤0.01%
350
-32
450
$17K ﹤0.01%
468
+200
16 17
18
19 20