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
101
$322K 0.06%
+11,669
102
$316K 0.06%
1,912
103
$311K 0.06%
6,737
+66
104
$307K 0.06%
7,827
105
$302K 0.06%
8,743
106
$296K 0.06%
6,700
+500
107
$294K 0.06%
1,322
-10
108
$288K 0.05%
2,642
+846
109
$287K 0.05%
2,195
110
$278K 0.05%
8,832
+1,600
111
$273K 0.05%
2,864
+2,025
112
$271K 0.05%
688
113
$268K 0.05%
5,115
-246
114
$265K 0.05%
5,950
+15
115
$256K 0.05%
1,895
+1,760
116
$255K 0.05%
1,206
+240
117
$254K 0.05%
884
+172
118
$251K 0.05%
4,617
+1,120
119
$248K 0.05%
538
120
$243K 0.05%
2,205
-20
121
$241K 0.05%
1,352
122
$241K 0.05%
5,645
123
$238K 0.04%
7,047
+119
124
$238K 0.04%
442
125
$230K 0.04%
15,185
-1,074
3 4
5
6 7