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
451
$15.6K ﹤0.01%
224
452
$15.6K ﹤0.01%
1,015
453
$15.4K ﹤0.01%
886
454
$15.3K ﹤0.01%
523
455
$15.2K ﹤0.01%
1,100
456
$15.1K ﹤0.01%
155
457
$15.1K ﹤0.01%
131
458
$14.9K ﹤0.01%
129
459
$14.9K ﹤0.01%
620
460
$14.7K ﹤0.01%
42
461
$14.7K ﹤0.01%
223
462
$14.4K ﹤0.01%
2,000
463
$14.4K ﹤0.01%
20
464
$14.3K ﹤0.01%
220
465
$14.3K ﹤0.01%
248
466
$14.1K ﹤0.01%
204
467
$14K ﹤0.01%
+729
468
$13.8K ﹤0.01%
184
469
$13.7K ﹤0.01%
192
470
$13.7K ﹤0.01%
125
-21
471
$13.6K ﹤0.01%
291
472
$13.6K ﹤0.01%
150
473
$13.5K ﹤0.01%
64
-23
474
$13.3K ﹤0.01%
+589
475
$13.3K ﹤0.01%
39
-60
17 18
19
20 21