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
726
$3K ﹤0.01%
64
727
$3K ﹤0.01%
34
-150
728
$3K ﹤0.01%
+75
729
$3K ﹤0.01%
100
730
$2K ﹤0.01%
99
731
$2K ﹤0.01%
23
732
$2K ﹤0.01%
200
-17
733
$2K ﹤0.01%
86
734
$2K ﹤0.01%
4,150
735
$2K ﹤0.01%
+13
736
$2K ﹤0.01%
48
737
$2K ﹤0.01%
34
738
$2K ﹤0.01%
200
739
$2K ﹤0.01%
100
740
$2K ﹤0.01%
64
741
$2K ﹤0.01%
+34
742
$2K ﹤0.01%
20
743
$2K ﹤0.01%
+104
744
$2K ﹤0.01%
160
745
$2K ﹤0.01%
746
746
$2K ﹤0.01%
+150
747
$2K ﹤0.01%
74
748
$2K ﹤0.01%
+50
749
$2K ﹤0.01%
203
750
$1K ﹤0.01%
4
28 29
30
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