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
301
$44.2K 0.01%
388
-58
302
$43.9K 0.01%
855
303
$43.3K 0.01%
1,082
-200
304
$42.9K 0.01%
710
+28
305
$42.1K 0.01%
1,267
306
$41.7K 0.01%
402
307
$41.6K 0.01%
1,750
+1,693
308
$41.2K 0.01%
1,248
309
$41.1K 0.01%
375
310
$40.9K 0.01%
795
311
$40.8K 0.01%
504
-1,160
312
$40.5K 0.01%
165
313
$40K 0.01%
+1,738
314
$39.9K 0.01%
1,500
315
$39.8K 0.01%
247
316
$39.7K 0.01%
275
317
$39.4K 0.01%
430
318
$39.3K 0.01%
1,006
+680
319
$39.3K 0.01%
590
320
$39.3K 0.01%
665
321
$38.7K 0.01%
396
322
$38.4K 0.01%
53
-7
323
$38.4K 0.01%
1,249
324
$38.2K 0.01%
600
325
$38K 0.01%
3,500
11 12
13
14 15