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
676
$4K ﹤0.01%
101
677
$4K ﹤0.01%
1,500
-500
678
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45
679
$4K ﹤0.01%
+36
680
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681
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138
682
$4K ﹤0.01%
43
-106
683
$4K ﹤0.01%
+10
684
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+49
685
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+50
686
$4K ﹤0.01%
116
687
$4K ﹤0.01%
48
688
$4K ﹤0.01%
+650
689
$4K ﹤0.01%
+802
690
$4K ﹤0.01%
100
691
$3K ﹤0.01%
30
692
$3K ﹤0.01%
45
693
$3K ﹤0.01%
11
-125
694
$3K ﹤0.01%
+35
695
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696
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72
+25
697
$3K ﹤0.01%
90
698
$3K ﹤0.01%
+7
699
$3K ﹤0.01%
7
700
$3K ﹤0.01%
200
26 27
28
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