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
526
$10K ﹤0.01%
22
-29
527
$10K ﹤0.01%
130
528
$10K ﹤0.01%
+109
529
$9.94K ﹤0.01%
+200
530
$9.93K ﹤0.01%
125
531
$9.92K ﹤0.01%
184
-42
532
$9.92K ﹤0.01%
85
533
$9.76K ﹤0.01%
212
534
$9.73K ﹤0.01%
285
535
$9.64K ﹤0.01%
+335
536
$9.63K ﹤0.01%
150
-16
537
$9.61K ﹤0.01%
41
-3
538
$9.59K ﹤0.01%
217
+64
539
$9.58K ﹤0.01%
+82
540
$9.53K ﹤0.01%
504
-48
541
$9.51K ﹤0.01%
164
542
$9.44K ﹤0.01%
625
543
$9.43K ﹤0.01%
112
544
$9.42K ﹤0.01%
174
545
$9.37K ﹤0.01%
247
546
$9.34K ﹤0.01%
365
547
$9.32K ﹤0.01%
104
-40
548
$9.32K ﹤0.01%
+64
549
$9.28K ﹤0.01%
270
-260
550
$9.28K ﹤0.01%
122
20 21
22
23 24