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
$533M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.7M
3
+$1.68M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.29M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.27M

Top Sells

1
+$565K
2
+$475K
3
+$322K
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$302K
5
KMLM icon
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
+$297K

Sector Composition

1 Technology 3.94%
2 Consumer Discretionary 2.12%
3 Healthcare 1.59%
4 Industrials 1.56%
5 Financials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$81.9K 0.02%
1,258
227
$81.8K 0.02%
1,010
228
$80.8K 0.02%
1,250
+90
229
$79.3K 0.01%
1,327
-74
230
$79.3K 0.01%
3,900
231
$78.4K 0.01%
1,400
232
$77.8K 0.01%
255
-7
233
$76.7K 0.01%
3,580
234
$74.8K 0.01%
1,800
235
$74.6K 0.01%
825
236
$74.4K 0.01%
2,965
237
$73.9K 0.01%
871
238
$72.6K 0.01%
720
239
$70.8K 0.01%
5,578
+3,850
240
$70.8K 0.01%
577
-82
241
$70.1K 0.01%
910
242
$69.5K 0.01%
1,109
243
$69K 0.01%
1,627
+63
244
$68.4K 0.01%
790
245
$68.1K 0.01%
4,442
-4
246
$67.8K 0.01%
169
-7
247
$67.3K 0.01%
798
248
$66.3K 0.01%
1,550
249
$65.2K 0.01%
202
250
$64.6K 0.01%
2,194
+504
8 9
10
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