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
576
$7.84K ﹤0.01%
72
-26
577
$7.83K ﹤0.01%
230
578
$7.8K ﹤0.01%
1,210
579
$7.66K ﹤0.01%
29
580
$7.61K ﹤0.01%
56
581
$7.56K ﹤0.01%
221
582
$7.56K ﹤0.01%
113
-20
583
$7.54K ﹤0.01%
342
584
$7.49K ﹤0.01%
25
585
$7.46K ﹤0.01%
54
586
$7.44K ﹤0.01%
50
587
$7.43K ﹤0.01%
2,419
588
$7.42K ﹤0.01%
70
589
$7.39K ﹤0.01%
172
-70
590
$7.37K ﹤0.01%
153
591
$7.35K ﹤0.01%
125
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592
$7.32K ﹤0.01%
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593
$7.3K ﹤0.01%
818
594
$7.28K ﹤0.01%
251
+26
595
$7.28K ﹤0.01%
25
596
$7.27K ﹤0.01%
67
597
$7.27K ﹤0.01%
38
598
$7.26K ﹤0.01%
29
599
$7.12K ﹤0.01%
1,918
600
$7.08K ﹤0.01%
55
22 23
24
25 26