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
701
$3K ﹤0.01%
+75
702
$3K ﹤0.01%
189
703
$3K ﹤0.01%
7
704
$3K ﹤0.01%
200
705
$3K ﹤0.01%
52
706
$3K ﹤0.01%
30
707
$3K ﹤0.01%
+39
708
$3K ﹤0.01%
100
709
$3K ﹤0.01%
11
-125
710
$3K ﹤0.01%
+35
711
$3K ﹤0.01%
90
712
$3K ﹤0.01%
72
+25
713
$3K ﹤0.01%
90
714
$3K ﹤0.01%
+7
715
$3K ﹤0.01%
28
716
$3K ﹤0.01%
75
717
$3K ﹤0.01%
36
718
$3K ﹤0.01%
26
719
$3K ﹤0.01%
+252
720
$3K ﹤0.01%
35
721
$3K ﹤0.01%
+15
722
$3K ﹤0.01%
47
+25
723
$3K ﹤0.01%
+200
724
$3K ﹤0.01%
285
725
$3K ﹤0.01%
8
27 28
29
30 31