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
626
$6.25K ﹤0.01%
67
627
$6.2K ﹤0.01%
67
628
$6.19K ﹤0.01%
210
629
$6.13K ﹤0.01%
3,500
630
$6.11K ﹤0.01%
44
631
$6.1K ﹤0.01%
120
632
$6.07K ﹤0.01%
56
633
$6.05K ﹤0.01%
206
634
$6K ﹤0.01%
100
635
$5.95K ﹤0.01%
89
636
$5.93K ﹤0.01%
75
637
$5.91K ﹤0.01%
53
638
$5.9K ﹤0.01%
113
639
$5.89K ﹤0.01%
60
640
$5.89K ﹤0.01%
+211
641
$5.86K ﹤0.01%
1,000
642
$5.82K ﹤0.01%
37
643
$5.68K ﹤0.01%
53
644
$5.62K ﹤0.01%
10
-27
645
$5.57K ﹤0.01%
350
646
$5.49K ﹤0.01%
100
647
$5.42K ﹤0.01%
503
648
$5.37K ﹤0.01%
203
649
$5.31K ﹤0.01%
60
650
$5.21K ﹤0.01%
+78
24 25
26
27 28