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
126
$230K 0.04%
6,307
127
$229K 0.04%
1,316
128
$229K 0.04%
10,050
+4,500
129
$227K 0.04%
6,200
130
$225K 0.04%
3,500
131
$215K 0.04%
4,395
+2,712
132
$215K 0.04%
1,160
-76
133
$213K 0.04%
2,191
-20
134
$210K 0.04%
2,519
+1,045
135
$208K 0.04%
2,864
+155
136
$202K 0.04%
2,292
+555
137
$196K 0.04%
4,110
138
$196K 0.04%
1,092
-12
139
$196K 0.04%
2,180
140
$193K 0.04%
436
+68
141
$192K 0.04%
5,734
-80
142
$190K 0.04%
3,848
+2,063
143
$184K 0.03%
6,170
144
$182K 0.03%
4,520
145
$181K 0.03%
1,848
-19
146
$173K 0.03%
1,741
+150
147
$170K 0.03%
2,700
148
$169K 0.03%
5,067
149
$169K 0.03%
565
150
$168K 0.03%
2,000
4 5
6
7 8