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
426
$18.9K ﹤0.01%
200
427
$18.6K ﹤0.01%
850
428
$18.3K ﹤0.01%
2,485
-343
429
$18.3K ﹤0.01%
1,015
-475
430
$18K ﹤0.01%
975
431
$18K ﹤0.01%
476
432
$17.9K ﹤0.01%
268
-28
433
$17.8K ﹤0.01%
400
434
$17.7K ﹤0.01%
254
435
$17.7K ﹤0.01%
155
-177
436
$17.6K ﹤0.01%
1,432
437
$17.5K ﹤0.01%
500
438
$17.5K ﹤0.01%
110
439
$17.2K ﹤0.01%
301
-62
440
$17K ﹤0.01%
53
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$16.9K ﹤0.01%
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$16.8K ﹤0.01%
1,955
443
$16.7K ﹤0.01%
91
444
$16.7K ﹤0.01%
88
445
$16.6K ﹤0.01%
465
-21
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$16.4K ﹤0.01%
+282
447
$16.4K ﹤0.01%
43
-5
448
$16.2K ﹤0.01%
701
449
$16K ﹤0.01%
475
450
$15.7K ﹤0.01%
1,615
-3
16 17
18
19 20