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
51
$657K 0.17%
25,868
+98
52
$639K 0.16%
8,032
53
$618K 0.16%
5,488
+602
54
$613K 0.16%
3,975
+204
55
$600K 0.15%
2,815
+68
56
$590K 0.15%
1,700
+1
57
$571K 0.15%
5,700
+5,677
58
$554K 0.14%
9,187
+7,606
59
$543K 0.14%
26,094
-1,119
60
$527K 0.14%
6,153
-291
61
$522K 0.13%
2,918
-100
62
$513K 0.13%
11,350
+160
63
$508K 0.13%
16,304
+747
64
$505K 0.13%
8,029
+675
65
$497K 0.13%
20,744
-3,760
66
$483K 0.12%
2,151
-244
67
$478K 0.12%
32,133
-690
68
$455K 0.12%
1,872
+37
69
$444K 0.11%
4,060
+1,000
70
$434K 0.11%
845
-35
71
$422K 0.11%
8,425
72
$414K 0.11%
4,610
-771
73
$413K 0.11%
5,355
74
$406K 0.1%
2,801
-597
75
$385K 0.1%
2,312
+97
1 2
3
4 5