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
101
$288K 0.07%
6,069
+384
102
$283K 0.07%
5,000
103
$281K 0.07%
7,177
+77
104
$280K 0.07%
2,356
+20
105
$277K 0.07%
879
+67
106
$274K 0.07%
637
107
$271K 0.07%
12,913
-300
108
$266K 0.07%
2,869
+458
109
$265K 0.07%
6,540
+2,256
110
$263K 0.07%
7,665
-2,498
111
$263K 0.07%
1,631
+131
112
$262K 0.07%
6,432
113
$255K 0.07%
2,840
+124
114
$245K 0.06%
1,771
115
$241K 0.06%
6,225
+5
116
$238K 0.06%
1,062
+111
117
$234K 0.06%
3,978
-25
118
$233K 0.06%
428
-6
119
$229K 0.06%
1,318
+66
120
$229K 0.06%
11,185
+230
121
$228K 0.06%
1,352
122
$224K 0.06%
2,631
123
$223K 0.06%
2,080
124
$220K 0.06%
1,115
125
$217K 0.06%
12,034
-6,885
3 4
5
6 7