HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.57%
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
+$899K
2
+$491K
3
+$462K
4
AAPL icon
Apple
AAPL
+$378K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$331K

Top Sells

1
+$484K
2
+$213K
3
+$156K
4
FDX icon
FedEx
FDX
+$140K
5
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$140K

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%
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255
$51K 0.02%
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256
$51K 0.02%
1,970
257
$50K 0.02%
190
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258
$50K 0.02%
639
259
$49K 0.02%
233
260
$49K 0.02%
1,186
261
$49K 0.02%
786
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$49K 0.02%
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263
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264
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$46K 0.02%
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271
$44K 0.02%
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289
273
$44K 0.02%
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274
$44K 0.02%
5,900
275
$44K 0.02%
317
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