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
251
$64.6K 0.01%
619
+4
252
$64.3K 0.01%
265
253
$63.6K 0.01%
593
254
$63.3K 0.01%
741
255
$62.9K 0.01%
258
256
$62.1K 0.01%
303
-81
257
$61.8K 0.01%
3,805
-1,317
258
$61.3K 0.01%
542
259
$60K 0.01%
380
260
$60K 0.01%
785
261
$59.7K 0.01%
1,170
262
$59.2K 0.01%
1,181
-395
263
$58.7K 0.01%
1,038
264
$58.6K 0.01%
500
265
$58.2K 0.01%
1,650
266
$57.7K 0.01%
1,486
+20
267
$57.3K 0.01%
+1,100
268
$56.1K 0.01%
750
269
$54.5K 0.01%
283
270
$52.4K 0.01%
800
271
$52.2K 0.01%
639
272
$51.7K 0.01%
11,750
273
$51.6K 0.01%
+2,780
274
$51.2K 0.01%
1,328
275
$51.1K 0.01%
2,061
+1,683
9 10
11
12 13