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
476
$14K ﹤0.01%
200
477
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478
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479
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480
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481
$13K ﹤0.01%
+400
482
$13K ﹤0.01%
800
483
$13K ﹤0.01%
3,523
484
$13K ﹤0.01%
620
485
$13K ﹤0.01%
+292
486
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155
487
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+182
488
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294
489
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2,500
490
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600
+200
491
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155
+1
492
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+450
493
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180
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+156
495
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204
496
$13K ﹤0.01%
510
+452
497
$12K ﹤0.01%
224
498
$12K ﹤0.01%
467
499
$12K ﹤0.01%
200
500
$12K ﹤0.01%
164
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