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
726
$2.17K ﹤0.01%
70
727
$1.92K ﹤0.01%
144
728
$1.92K ﹤0.01%
+59
729
$1.89K ﹤0.01%
40
730
$1.79K ﹤0.01%
37
+1
731
$1.76K ﹤0.01%
10
732
$1.75K ﹤0.01%
50
733
$1.75K ﹤0.01%
189
734
$1.69K ﹤0.01%
18
735
$1.66K ﹤0.01%
41
736
$1.61K ﹤0.01%
+75
737
$1.61K ﹤0.01%
35
+5
738
$1.58K ﹤0.01%
200
739
$1.38K ﹤0.01%
+32
740
$1.38K ﹤0.01%
980
741
$1.38K ﹤0.01%
+35
742
$1.36K ﹤0.01%
+300
743
$1.29K ﹤0.01%
163
+43
744
$1.28K ﹤0.01%
202
745
$1.19K ﹤0.01%
20
746
$1.17K ﹤0.01%
20
747
$1.16K ﹤0.01%
+54
748
$1.04K ﹤0.01%
6
749
$1.01K ﹤0.01%
+20
750
$924 ﹤0.01%
+20
28 29
30
31 32