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
76
$486K 0.09%
2,373
77
$475K 0.09%
7,625
78
$472K 0.09%
4,402
+1
79
$471K 0.09%
6,100
80
$459K 0.09%
15,992
+215
81
$436K 0.08%
4,977
82
$434K 0.08%
2,184
83
$415K 0.08%
937
+90
84
$410K 0.08%
1,927
-12
85
$392K 0.07%
11,098
86
$382K 0.07%
2,060
-10
87
$378K 0.07%
5,000
88
$371K 0.07%
3,406
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89
$356K 0.07%
1,615
90
$355K 0.07%
3,735
91
$350K 0.07%
865
92
$346K 0.06%
1,458
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$342K 0.06%
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94
$334K 0.06%
1,365
95
$332K 0.06%
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96
$329K 0.06%
1,825
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97
$328K 0.06%
9,891
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98
$326K 0.06%
6,864
-1,731
99
$326K 0.06%
7,198
100
$323K 0.06%
733
-266
2 3
4
5 6