HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
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
+$12.2M
2
+$5.14M
3
+$4.9M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.02M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.22M

Top Sells

1
+$1M
2
+$823K
3
+$377K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$363K
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
551
$9K ﹤0.01%
+243
552
$9K ﹤0.01%
865
553
$9K ﹤0.01%
+195
554
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52
-23
555
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+3,513
557
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62
558
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+450
559
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97
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+229
561
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100
562
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563
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63
564
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565
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566
$8K ﹤0.01%
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567
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568
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570
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571
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100
573
$8K ﹤0.01%
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574
$8K ﹤0.01%
+577
575
$8K ﹤0.01%
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