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
551
$9.09K ﹤0.01%
107
552
$9.03K ﹤0.01%
68
+35
553
$8.89K ﹤0.01%
451
-79
554
$8.84K ﹤0.01%
271
555
$8.72K ﹤0.01%
63
556
$8.71K ﹤0.01%
19
-37
557
$8.7K ﹤0.01%
95
558
$8.5K ﹤0.01%
141
559
$8.48K ﹤0.01%
175
560
$8.47K ﹤0.01%
629
-157
561
$8.47K ﹤0.01%
450
562
$8.42K ﹤0.01%
363
563
$8.41K ﹤0.01%
288
-70
564
$8.4K ﹤0.01%
101
565
$8.4K ﹤0.01%
670
566
$8.34K ﹤0.01%
114
567
$8.32K ﹤0.01%
123
568
$8.32K ﹤0.01%
100
569
$8.16K ﹤0.01%
220
570
$8.15K ﹤0.01%
60
571
$8.12K ﹤0.01%
725
572
$8.11K ﹤0.01%
114
573
$8.08K ﹤0.01%
467
574
$8.06K ﹤0.01%
479
-115
575
$7.89K ﹤0.01%
50
21 22
23
24 25