HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.56%
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
651
$5K ﹤0.01%
102
652
$5K ﹤0.01%
58
653
$5K ﹤0.01%
+1,000
654
$4K ﹤0.01%
16
-9
655
$4K ﹤0.01%
692
656
$4K ﹤0.01%
100
657
$4K ﹤0.01%
742
658
$4K ﹤0.01%
328
659
$4K ﹤0.01%
79
660
$4K ﹤0.01%
+56
661
$4K ﹤0.01%
340
662
$4K ﹤0.01%
+160
663
$4K ﹤0.01%
+126
664
$4K ﹤0.01%
101
665
$4K ﹤0.01%
300
666
$4K ﹤0.01%
1,500
-500
667
$4K ﹤0.01%
45
668
$4K ﹤0.01%
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669
$4K ﹤0.01%
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138
671
$4K ﹤0.01%
43
-106
672
$4K ﹤0.01%
+10
673
$4K ﹤0.01%
+49
674
$4K ﹤0.01%
+50
675
$4K ﹤0.01%
116
25 26
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