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
$291M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$948K
2
+$520K
3
+$466K
4
AAPL icon
Apple
AAPL
+$417K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$342K

Top Sells

1
+$516K
2
+$213K
3
+$170K
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$146K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$144K

Sector Composition

1 Technology 4.92%
2 Financials 2.82%
3 Industrials 2.29%
4 Healthcare 2.15%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$67K 0.02%
773
227
$67K 0.02%
800
228
$65K 0.02%
+271
229
$64K 0.02%
274
230
$63K 0.02%
5,169
231
$63K 0.02%
2,079
232
$62K 0.02%
400
+160
233
$61K 0.02%
1,046
234
$61K 0.02%
110
235
$61K 0.02%
+3,500
236
$60K 0.02%
+655
237
$60K 0.02%
1,600
238
$59K 0.02%
871
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239
$59K 0.02%
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240
$59K 0.02%
760
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241
$58K 0.02%
3,914
242
$58K 0.02%
900
243
$57K 0.02%
2,859
+160
244
$56K 0.02%
366
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245
$56K 0.02%
1,031
246
$56K 0.02%
+369
247
$56K 0.02%
3,483
+52
248
$55K 0.02%
550
-200
249
$55K 0.02%
258
250
$54K 0.02%
7,314
8 9
10
11 12