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
651
$5.17K ﹤0.01%
23
652
$5.13K ﹤0.01%
55
653
$5.06K ﹤0.01%
100
654
$4.96K ﹤0.01%
186
655
$4.93K ﹤0.01%
75
656
$4.9K ﹤0.01%
100
657
$4.89K ﹤0.01%
622
658
$4.87K ﹤0.01%
21
-62
659
$4.84K ﹤0.01%
102
660
$4.83K ﹤0.01%
1,000
661
$4.75K ﹤0.01%
35
662
$4.71K ﹤0.01%
31
+14
663
$4.62K ﹤0.01%
100
664
$4.6K ﹤0.01%
62
665
$4.54K ﹤0.01%
41
666
$4.52K ﹤0.01%
11
667
$4.4K ﹤0.01%
100
668
$4.32K ﹤0.01%
650
669
$4.31K ﹤0.01%
121
670
$4.3K ﹤0.01%
113
671
$4.28K ﹤0.01%
164
672
$4.26K ﹤0.01%
26
673
$4.24K ﹤0.01%
30
674
$4.14K ﹤0.01%
106
675
$4.13K ﹤0.01%
+356
25 26
27
28 29