HWA

HHM Wealth Advisors Portfolio holdings

AUM $864M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
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
501
$12K ﹤0.01%
164
502
$12K ﹤0.01%
398
503
$12K ﹤0.01%
105
504
$12K ﹤0.01%
300
505
$12K ﹤0.01%
690
-85
506
$12K ﹤0.01%
167
-60
507
$12K ﹤0.01%
1,365
508
$12K ﹤0.01%
20
509
$12K ﹤0.01%
+2,683
510
$12K ﹤0.01%
287
511
$11K ﹤0.01%
1,000
512
$11K ﹤0.01%
459
513
$11K ﹤0.01%
153
514
$11K ﹤0.01%
200
515
$11K ﹤0.01%
+155
516
$11K ﹤0.01%
243
517
$11K ﹤0.01%
50
518
$11K ﹤0.01%
+2,250
519
$11K ﹤0.01%
693
520
$11K ﹤0.01%
+216
521
$11K ﹤0.01%
79
-15
522
$11K ﹤0.01%
42
523
$11K ﹤0.01%
252
524
$11K ﹤0.01%
450
525
$11K ﹤0.01%
520
19 20
21
22 23