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
151
$152K 0.04%
2,000
152
$151K 0.04%
4,532
-3,137
153
$151K 0.04%
6,270
+4,130
154
$150K 0.04%
2,895
155
$149K 0.04%
5,550
-5,900
156
$149K 0.04%
2,700
157
$147K 0.04%
7,027
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158
$142K 0.04%
3,398
159
$139K 0.04%
6,715
-300
160
$138K 0.04%
1,807
+143
161
$137K 0.04%
1,509
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162
$136K 0.03%
1,316
163
$134K 0.03%
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164
$134K 0.03%
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165
$133K 0.03%
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166
$133K 0.03%
2,156
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167
$132K 0.03%
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169
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170
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171
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172
$125K 0.03%
7,580
173
$124K 0.03%
1,316
174
$124K 0.03%
1,372
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175
$123K 0.03%
1,350
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5 6
7
8 9