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
76
$384K 0.1%
11,098
77
$369K 0.09%
10,702
-1,858
78
$357K 0.09%
3,285
-312
79
$357K 0.09%
1,398
-28
80
$350K 0.09%
6,685
+203
81
$345K 0.09%
8,696
+173
82
$333K 0.09%
3,735
+2,075
83
$329K 0.08%
1,746
-21
84
$329K 0.08%
17,938
85
$324K 0.08%
7,753
86
$321K 0.08%
1,365
87
$320K 0.08%
15,245
-4,043
88
$318K 0.08%
842
+136
89
$318K 0.08%
6,274
+168
90
$316K 0.08%
3,096
+108
91
$306K 0.08%
10,055
92
$305K 0.08%
1,019
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93
$300K 0.08%
1,954
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94
$299K 0.08%
3,164
-1,305
95
$298K 0.08%
13,645
-1,000
96
$296K 0.08%
7,909
+101
97
$295K 0.08%
8,743
98
$293K 0.08%
19,320
+1,050
99
$291K 0.07%
10,026
+3,279
100
$291K 0.07%
6,954
+10
2 3
4
5 6