HWA

HHM Wealth Advisors Portfolio holdings

AUM $864M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
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
826
– –
-453
827
$0 ﹤0.01%
12
828
– –
-1,000
829
– –
-15
830
$0 ﹤0.01%
1
831
$0 ﹤0.01%
+8
832
$0 ﹤0.01%
+350
833
$0 ﹤0.01%
18
834
– –
-35
835
– –
-53
836
$0 ﹤0.01%
50
837
– –
-20
838
$0 ﹤0.01%
2
839
$0 ﹤0.01%
1,378
840
– –
-63
841
– –
-100
842
$0 ﹤0.01%
+543
843
– –
-126
844
$0 ﹤0.01%
7
845
$0 ﹤0.01%
14
846
– –
-55,876
847
$0 ﹤0.01%
6
848
– –
-317
849
– –
-200
850
– –
-1
31 32 33
34
35