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
676
$4.09K ﹤0.01%
55
+27
677
$4.06K ﹤0.01%
115
678
$4.03K ﹤0.01%
100
679
$4.01K ﹤0.01%
108
680
$3.93K ﹤0.01%
20
-6
681
$3.89K ﹤0.01%
131
682
$3.88K ﹤0.01%
300
683
$3.86K ﹤0.01%
54
684
$3.86K ﹤0.01%
89
685
$3.86K ﹤0.01%
+173
686
$3.85K ﹤0.01%
118
687
$3.85K ﹤0.01%
30
688
$3.8K ﹤0.01%
50
689
$3.77K ﹤0.01%
1,700
690
$3.67K ﹤0.01%
833
691
$3.63K ﹤0.01%
42
-386
692
$3.62K ﹤0.01%
77
693
$3.59K ﹤0.01%
25
694
$3.55K ﹤0.01%
+200
695
$3.46K ﹤0.01%
164
696
$3.44K ﹤0.01%
122
697
$3.4K ﹤0.01%
85
698
$3.39K ﹤0.01%
50
699
$3.35K ﹤0.01%
75
700
$3.32K ﹤0.01%
90
26 27
28
29 30