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
701
$3.3K ﹤0.01%
262
702
$3.27K ﹤0.01%
802
703
$3.26K ﹤0.01%
+148
704
$3.22K ﹤0.01%
127
-362
705
$3.2K ﹤0.01%
50
706
$3.15K ﹤0.01%
135
707
$3.07K ﹤0.01%
90
708
$3.02K ﹤0.01%
1,362
-2
709
$2.88K ﹤0.01%
85
710
$2.87K ﹤0.01%
103
711
$2.84K ﹤0.01%
143
-57
712
$2.71K ﹤0.01%
1,740
713
$2.68K ﹤0.01%
30
714
$2.63K ﹤0.01%
35
715
$2.61K ﹤0.01%
200
716
$2.57K ﹤0.01%
7
717
$2.55K ﹤0.01%
30
718
$2.52K ﹤0.01%
34
-22
719
$2.47K ﹤0.01%
24
720
$2.44K ﹤0.01%
85
721
$2.4K ﹤0.01%
400
722
$2.32K ﹤0.01%
43
723
$2.29K ﹤0.01%
99
+41
724
$2.23K ﹤0.01%
86
725
$2.21K ﹤0.01%
+221
27 28
29
30 31