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
351
$31.7K 0.01%
293
352
$31.6K 0.01%
296
353
$31.5K 0.01%
1,130
354
$31.5K 0.01%
+1,125
355
$31.4K 0.01%
317
356
$30.3K 0.01%
479
357
$30.3K 0.01%
80
358
$30.2K 0.01%
676
359
$30.1K 0.01%
+751
360
$29.9K 0.01%
665
361
$29.8K 0.01%
670
362
$29.8K 0.01%
751
363
$29.6K 0.01%
96
-65
364
$29.5K 0.01%
589
+4
365
$29K 0.01%
577
366
$28.8K 0.01%
1,215
367
$28.6K 0.01%
200
368
$28.5K 0.01%
+310
369
$28.2K 0.01%
418
370
$28.1K 0.01%
301
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$27.9K 0.01%
444
372
$27.9K 0.01%
246
373
$27.8K 0.01%
342
+56
374
$27.8K 0.01%
320
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375
$27.2K 0.01%
1,033
13 14
15
16 17