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
501
$11.7K ﹤0.01%
52
502
$11.7K ﹤0.01%
1,055
503
$11.5K ﹤0.01%
24
-34
504
$11.4K ﹤0.01%
39
505
$11.4K ﹤0.01%
245
506
$11.4K ﹤0.01%
33
507
$11.4K ﹤0.01%
50
508
$11.4K ﹤0.01%
178
509
$11.3K ﹤0.01%
329
-167
510
$11.1K ﹤0.01%
276
511
$11.1K ﹤0.01%
612
512
$11K ﹤0.01%
2,250
513
$10.9K ﹤0.01%
1,365
514
$10.9K ﹤0.01%
300
515
$10.8K ﹤0.01%
83
-21
516
$10.6K ﹤0.01%
674
517
$10.6K ﹤0.01%
80
518
$10.5K ﹤0.01%
184
519
$10.3K ﹤0.01%
21
-50
520
$10.2K ﹤0.01%
104
521
$10.2K ﹤0.01%
204
522
$10.2K ﹤0.01%
99
523
$10.2K ﹤0.01%
441
524
$10.1K ﹤0.01%
2,027
525
$10.1K ﹤0.01%
600
19 20
21
22 23