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
326
$38K 0.01%
55
327
$38K 0.01%
233
328
$37.4K 0.01%
128
-22
329
$37.3K 0.01%
585
330
$35.7K 0.01%
255
331
$35.6K 0.01%
775
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332
$35.6K 0.01%
172
333
$35.2K 0.01%
248
334
$35.1K 0.01%
290
335
$35.1K 0.01%
210
336
$35.1K 0.01%
1,600
-240
337
$34.8K 0.01%
80
338
$34.8K 0.01%
124
339
$34.6K 0.01%
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340
$34.1K 0.01%
581
341
$34.1K 0.01%
400
342
$34K 0.01%
880
343
$33.3K 0.01%
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344
$33.3K 0.01%
2,600
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350
346
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462
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347
$32.9K 0.01%
210
348
$32.6K 0.01%
1,242
349
$32.2K 0.01%
310
-150
350
$31.9K 0.01%
219
12 13
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15 16