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
526
$11K ﹤0.01%
+259
527
$11K ﹤0.01%
477
528
$11K ﹤0.01%
4,000
-5,390
529
$11K ﹤0.01%
200
530
$10K ﹤0.01%
76
531
$10K ﹤0.01%
192
532
$10K ﹤0.01%
20
533
$10K ﹤0.01%
+458
534
$10K ﹤0.01%
365
535
$10K ﹤0.01%
+119
536
$10K ﹤0.01%
+227
537
$10K ﹤0.01%
431
+312
538
$10K ﹤0.01%
+208
539
$10K ﹤0.01%
180
540
$10K ﹤0.01%
+200
541
$10K ﹤0.01%
125
542
$10K ﹤0.01%
156
543
$10K ﹤0.01%
+1,015
544
$10K ﹤0.01%
+2,027
545
$10K ﹤0.01%
100
-900
546
$10K ﹤0.01%
+156
547
$10K ﹤0.01%
204
548
$10K ﹤0.01%
346
549
$10K ﹤0.01%
+75
550
$9K ﹤0.01%
+3,513
20 21
22
23 24