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
126
$216K 0.06%
6,901
127
$206K 0.05%
2,657
+1,069
128
$203K 0.05%
18,236
+3,467
129
$199K 0.05%
416
-40
130
$197K 0.05%
14,385
131
$196K 0.05%
1,073
+67
132
$194K 0.05%
6,713
+75
133
$193K 0.05%
2,013
-34
134
$191K 0.05%
4,873
-137
135
$185K 0.05%
825
136
$177K 0.05%
8,000
137
$174K 0.04%
1,231
+383
138
$173K 0.04%
9,662
-1,131
139
$171K 0.04%
3,070
+590
140
$171K 0.04%
1,336
+183
141
$171K 0.04%
8,074
-3,175
142
$170K 0.04%
4,520
143
$165K 0.04%
1,781
+350
144
$165K 0.04%
6,170
145
$160K 0.04%
1,406
146
$160K 0.04%
2,059
147
$157K 0.04%
634
+69
148
$156K 0.04%
1,142
+51
149
$156K 0.04%
1,375
+231
150
$156K 0.04%
5,161
4 5
6
7 8