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
26
$1.45M 0.37%
5,301
-373
27
$1.21M 0.31%
28,791
28
$1.2M 0.31%
6,109
+136
29
$1.18M 0.3%
8,181
+168
30
$1.17M 0.3%
16,342
-155
31
$1.12M 0.29%
8,376
32
$1.09M 0.28%
22,308
+22
33
$1.03M 0.26%
9,440
-260
34
$963K 0.25%
45,667
+210
35
$938K 0.24%
2,892
+1,147
36
$917K 0.23%
5,454
37
$913K 0.23%
10,014
+339
38
$856K 0.22%
8,421
+1,400
39
$826K 0.21%
11,419
40
$819K 0.21%
19,203
+118
41
$803K 0.21%
5,241
-139
42
$772K 0.2%
4,420
+120
43
$762K 0.2%
30,930
44
$757K 0.19%
6,378
-515
45
$726K 0.19%
4,090
+142
46
$720K 0.18%
88,430
47
$709K 0.18%
6,970
+2,654
48
$708K 0.18%
1,868
49
$698K 0.18%
8,991
-178
50
$685K 0.18%
28,970
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