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
401
$22.4K ﹤0.01%
561
402
$22.1K ﹤0.01%
337
403
$22K ﹤0.01%
369
-30
404
$21.7K ﹤0.01%
+956
405
$21.6K ﹤0.01%
75
406
$21.3K ﹤0.01%
1,280
407
$21.3K ﹤0.01%
369
-39
408
$21.2K ﹤0.01%
468
409
$21.2K ﹤0.01%
122
-8
410
$21K ﹤0.01%
605
411
$20.9K ﹤0.01%
328
412
$20.7K ﹤0.01%
200
413
$20.7K ﹤0.01%
304
414
$20.4K ﹤0.01%
46
415
$20.4K ﹤0.01%
2,046
416
$20.2K ﹤0.01%
642
417
$20.1K ﹤0.01%
1,498
418
$20.1K ﹤0.01%
2,060
419
$20.1K ﹤0.01%
1,210
420
$20K ﹤0.01%
115
+15
421
$19.9K ﹤0.01%
1,750
422
$19.7K ﹤0.01%
618
423
$19.6K ﹤0.01%
540
424
$19.5K ﹤0.01%
131
425
$19.4K ﹤0.01%
142
-30
15 16
17
18 19