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
501
$12K ﹤0.01%
398
502
$12K ﹤0.01%
105
503
$12K ﹤0.01%
300
504
$12K ﹤0.01%
690
-85
505
$12K ﹤0.01%
167
-60
506
$12K ﹤0.01%
+2,683
507
$12K ﹤0.01%
433
508
$12K ﹤0.01%
1,365
509
$12K ﹤0.01%
20
510
$12K ﹤0.01%
287
511
$11K ﹤0.01%
1,000
512
$11K ﹤0.01%
192
513
$11K ﹤0.01%
153
514
$11K ﹤0.01%
+155
515
$11K ﹤0.01%
243
516
$11K ﹤0.01%
50
517
$11K ﹤0.01%
+2,250
518
$11K ﹤0.01%
693
519
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520
$11K ﹤0.01%
79
-15
521
$11K ﹤0.01%
42
522
$11K ﹤0.01%
252
523
$11K ﹤0.01%
450
524
$11K ﹤0.01%
520
525
$11K ﹤0.01%
+40
19 20
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