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
601
$7.07K ﹤0.01%
51
602
$7.04K ﹤0.01%
200
603
$6.93K ﹤0.01%
23
604
$6.88K ﹤0.01%
350
605
$6.88K ﹤0.01%
+100
606
$6.86K ﹤0.01%
155
607
$6.79K ﹤0.01%
224
-66
608
$6.77K ﹤0.01%
205
609
$6.72K ﹤0.01%
292
610
$6.7K ﹤0.01%
116
611
$6.63K ﹤0.01%
187
-30
612
$6.61K ﹤0.01%
107
613
$6.6K ﹤0.01%
88
614
$6.57K ﹤0.01%
94
615
$6.51K ﹤0.01%
113
616
$6.49K ﹤0.01%
50
617
$6.46K ﹤0.01%
+33
618
$6.44K ﹤0.01%
47
619
$6.43K ﹤0.01%
227
620
$6.41K ﹤0.01%
79
621
$6.36K ﹤0.01%
135
622
$6.33K ﹤0.01%
2,877
-356
623
$6.32K ﹤0.01%
823
624
$6.32K ﹤0.01%
170
625
$6.3K ﹤0.01%
50
-13
23 24
25
26 27