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
201
$90K 0.02%
2,881
-249
202
$88K 0.02%
6,283
+157
203
$86K 0.02%
1,600
204
$86K 0.02%
2,600
205
$84K 0.02%
292
+52
206
$83K 0.02%
990
207
$83K 0.02%
571
208
$82K 0.02%
834
-150
209
$82K 0.02%
719
210
$81K 0.02%
1,834
-869
211
$81K 0.02%
1,283
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212
$80K 0.02%
887
213
$80K 0.02%
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214
$80K 0.02%
474
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215
$79K 0.02%
+1,693
216
$78K 0.02%
825
217
$78K 0.02%
1,300
218
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219
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220
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207
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221
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222
$75K 0.02%
4,000
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223
$75K 0.02%
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224
$75K 0.02%
2,975
225
$74K 0.02%
1,616
+434
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9
10 11