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
651
$5K ﹤0.01%
102
652
$5K ﹤0.01%
58
653
$5K ﹤0.01%
+1,000
654
$4K ﹤0.01%
+262
655
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+22
656
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+46
657
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658
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659
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660
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661
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662
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+27
663
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664
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16
-9
665
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692
666
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100
667
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742
668
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669
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670
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671
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340
672
$4K ﹤0.01%
+160
673
$4K ﹤0.01%
+126
674
$4K ﹤0.01%
101
675
$4K ﹤0.01%
300
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