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
26
$1.83M 0.34%
5,896
+786
27
$1.79M 0.34%
91,670
-937
28
$1.71M 0.32%
22,552
-1,962
29
$1.67M 0.31%
5,493
30
$1.65M 0.31%
3,710
+1,276
31
$1.45M 0.27%
28,791
32
$1.43M 0.27%
38,008
+538
33
$1.38M 0.26%
2,938
-53
34
$1.27M 0.24%
18,060
35
$1.16M 0.22%
39,470
+4,250
36
$1.13M 0.21%
2,775
-1
37
$1.13M 0.21%
9,306
+2,569
38
$1.11M 0.21%
7,436
+260
39
$1.09M 0.2%
2,954
+505
40
$1.09M 0.2%
7,169
-263
41
$1.06M 0.2%
20,481
-295
42
$1.04M 0.19%
4,706
+98
43
$975K 0.18%
8,147
44
$975K 0.18%
20,382
+91
45
$959K 0.18%
8,314
-20
46
$942K 0.18%
6,478
-91
47
$857K 0.16%
16,510
+37
48
$835K 0.16%
3,189
+1,678
49
$814K 0.15%
3,310
-550
50
$799K 0.15%
5,259
+483
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2
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