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
676
$4K ﹤0.01%
1,500
-500
677
$4K ﹤0.01%
45
678
$4K ﹤0.01%
+36
679
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+47
680
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138
681
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43
-106
682
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+10
683
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+49
684
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+50
685
$4K ﹤0.01%
116
686
$4K ﹤0.01%
48
687
$4K ﹤0.01%
+802
688
$4K ﹤0.01%
100
689
$4K ﹤0.01%
+650
690
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85
+60
691
$3K ﹤0.01%
11
-125
692
$3K ﹤0.01%
+35
693
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694
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72
+25
695
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90
696
$3K ﹤0.01%
+7
697
$3K ﹤0.01%
28
698
$3K ﹤0.01%
75
699
$3K ﹤0.01%
36
700
$3K ﹤0.01%
+15
26 27
28
29 30