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
751
$1K ﹤0.01%
21
752
$1K ﹤0.01%
70
753
$1K ﹤0.01%
+12
754
$1K ﹤0.01%
13
755
$1K ﹤0.01%
22
756
$1K ﹤0.01%
+11
757
$1K ﹤0.01%
+10
758
$1K ﹤0.01%
+24
759
$1K ﹤0.01%
+22
760
$1K ﹤0.01%
12
761
$1K ﹤0.01%
20
762
$1K ﹤0.01%
+202
763
$1K ﹤0.01%
+200
764
$1K ﹤0.01%
+51
765
$1K ﹤0.01%
+7
766
$1K ﹤0.01%
10
767
$1K ﹤0.01%
41
-20
768
$1K ﹤0.01%
10
769
$1K ﹤0.01%
6
770
$1K ﹤0.01%
7
771
$1K ﹤0.01%
8
772
$1K ﹤0.01%
40
773
$1K ﹤0.01%
656
774
$0 ﹤0.01%
+6
775
– –
-1,824
29 30
31
32 33