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
376
$26.9K 0.01%
450
377
$26.8K 0.01%
3,560
378
$26.7K 0.01%
388
-3
379
$26.4K 0.01%
789
-18
380
$26.3K ﹤0.01%
1,500
-3,505
381
$26.3K ﹤0.01%
3,914
382
$26.1K ﹤0.01%
226
-49
383
$25.9K ﹤0.01%
767
384
$25.7K ﹤0.01%
1,125
385
$25.7K ﹤0.01%
2,076
386
$25K ﹤0.01%
+1,092
387
$25K ﹤0.01%
455
388
$24.9K ﹤0.01%
740
389
$24.7K ﹤0.01%
171
-19
390
$24.5K ﹤0.01%
165
391
$24.3K ﹤0.01%
200
392
$24.3K ﹤0.01%
487
393
$23.9K ﹤0.01%
960
394
$23.9K ﹤0.01%
714
395
$23.3K ﹤0.01%
114
-11
396
$23.3K ﹤0.01%
288
-98
397
$23K ﹤0.01%
+1,111
398
$22.7K ﹤0.01%
401
399
$22.6K ﹤0.01%
530
400
$22.6K ﹤0.01%
540
14 15
16
17 18