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
51
$797K 0.15%
6,499
52
$784K 0.15%
44,934
+537
53
$770K 0.14%
30,930
54
$753K 0.14%
42,274
+321
55
$752K 0.14%
32,570
-222
56
$726K 0.14%
12,814
+945
57
$713K 0.13%
4,435
-14
58
$712K 0.13%
14,176
-106
59
$676K 0.13%
8,991
60
$665K 0.12%
6,271
-197
61
$646K 0.12%
7,152
62
$644K 0.12%
10,552
+27
63
$641K 0.12%
26,012
+88
64
$616K 0.12%
14,560
-130
65
$601K 0.11%
3,630
-80
66
$588K 0.11%
11,414
+4,000
67
$579K 0.11%
13,575
+5,000
68
$578K 0.11%
5,740
-1,325
69
$559K 0.1%
12,955
+1,947
70
$557K 0.1%
7,907
71
$546K 0.1%
24,423
+84
72
$545K 0.1%
10,420
+665
73
$538K 0.1%
5,494
+73
74
$516K 0.1%
1,073
+295
75
$497K 0.09%
3,687
1 2
3
4 5