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
201
$104K 0.02%
117
202
$104K 0.02%
1,523
-510
203
$103K 0.02%
1,271
204
$100K 0.02%
4,730
-3,437
205
$98.2K 0.02%
16,000
206
$97.9K 0.02%
523
207
$97.6K 0.02%
1,047
208
$96.6K 0.02%
5,385
+3,485
209
$92.7K 0.02%
1,421
210
$91.1K 0.02%
3,700
211
$91K 0.02%
1,810
212
$90.3K 0.02%
+3,570
213
$90.2K 0.02%
3,700
214
$88.9K 0.02%
+1,729
215
$88.7K 0.02%
300
216
$88.6K 0.02%
+3,775
217
$87.1K 0.02%
2,600
218
$86.7K 0.02%
1,250
219
$85K 0.02%
1,518
220
$84.9K 0.02%
972
221
$82.7K 0.02%
795
+95
222
$82.7K 0.02%
2,090
223
$82.4K 0.02%
558
-101
224
$82.3K 0.02%
500
225
$81.9K 0.02%
157
+65
7 8
9
10 11