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
276
$51.1K 0.01%
1,515
-15
277
$50.7K 0.01%
445
-25
278
$50.4K 0.01%
2,450
279
$49.9K 0.01%
890
280
$49.7K 0.01%
293
281
$49.7K 0.01%
440
282
$49.6K 0.01%
491
-34
283
$49.4K 0.01%
7,314
284
$49.4K 0.01%
927
285
$49.1K 0.01%
2,440
286
$48K 0.01%
785
287
$48K 0.01%
+5,000
288
$47.7K 0.01%
431
-290
289
$47.3K 0.01%
750
290
$46.2K 0.01%
235
+37
291
$46.2K 0.01%
584
292
$46K 0.01%
1,758
+1,574
293
$45.9K 0.01%
694
294
$45.7K 0.01%
91
295
$45.5K 0.01%
1,030
-24
296
$45.5K 0.01%
58
-7
297
$45.2K 0.01%
2,400
+2,000
298
$45.2K 0.01%
261
+1
299
$44.8K 0.01%
1,195
300
$44.2K 0.01%
700
10 11
12
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