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
251
$53K 0.02%
470
252
$53K 0.02%
390
-52
253
$53K 0.02%
5,000
254
$52K 0.02%
+1,085
255
$51K 0.02%
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256
$51K 0.02%
1,970
257
$50K 0.02%
639
258
$50K 0.02%
190
+50
259
$49K 0.02%
233
260
$49K 0.02%
1,186
261
$49K 0.02%
786
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262
$49K 0.02%
1,266
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263
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264
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265
$47K 0.02%
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266
$47K 0.02%
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267
$46K 0.02%
176
268
$46K 0.02%
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269
$46K 0.02%
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$45K 0.02%
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271
$44K 0.02%
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272
$44K 0.02%
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273
$44K 0.02%
317
274
$44K 0.02%
616
275
$44K 0.02%
890
9 10
11
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