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
451
$17K ﹤0.01%
+349
452
$17K ﹤0.01%
200
453
$17K ﹤0.01%
413
+278
454
$17K ﹤0.01%
300
-74
455
$17K ﹤0.01%
2,000
456
$17K ﹤0.01%
+270
457
$17K ﹤0.01%
131
458
$16K ﹤0.01%
500
459
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25
461
$16K ﹤0.01%
530
462
$16K ﹤0.01%
430
463
$16K ﹤0.01%
605
+302
464
$15K ﹤0.01%
129
465
$15K ﹤0.01%
99
-39
466
$15K ﹤0.01%
81
+18
467
$15K ﹤0.01%
625
468
$15K ﹤0.01%
75
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469
$15K ﹤0.01%
136
470
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301
471
$15K ﹤0.01%
399
472
$15K ﹤0.01%
400
473
$14K ﹤0.01%
+182
474
$14K ﹤0.01%
400
475
$14K ﹤0.01%
150
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