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
476
$13.3K ﹤0.01%
105
477
$13.3K ﹤0.01%
+601
478
$13.2K ﹤0.01%
801
479
$12.9K ﹤0.01%
802
+136
480
$12.8K ﹤0.01%
113
481
$12.8K ﹤0.01%
300
482
$12.7K ﹤0.01%
74
-115
483
$12.7K ﹤0.01%
152
+23
484
$12.7K ﹤0.01%
2
485
$12.6K ﹤0.01%
2,500
486
$12.5K ﹤0.01%
1,350
487
$12.5K ﹤0.01%
180
488
$12.4K ﹤0.01%
263
489
$12.4K ﹤0.01%
83
-8
490
$12.4K ﹤0.01%
140
491
$12.3K ﹤0.01%
610
-47
492
$12.2K ﹤0.01%
520
493
$12.1K ﹤0.01%
100
494
$12.1K ﹤0.01%
134
495
$12.1K ﹤0.01%
156
496
$12K ﹤0.01%
28
497
$11.8K ﹤0.01%
360
498
$11.8K ﹤0.01%
300
499
$11.8K ﹤0.01%
865
500
$11.8K ﹤0.01%
44
-65
18 19
20
21 22