HWA

HHM Wealth Advisors Portfolio holdings

AUM $847M
1-Year Est. Return 13.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$817K
2
+$692K
3
+$620K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$300K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$282K

Top Sells

1
+$5.5M
2
+$1.8M
3
+$817K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$764K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$557K

Sector Composition

1 Technology 4.42%
2 Financials 2.54%
3 Industrials 2.18%
4 Consumer Discretionary 2.12%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$30K 0.01%
375
277
$30K 0.01%
1,517
+117
278
$30K 0.01%
396
279
$30K 0.01%
1,000
280
$29K 0.01%
200
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281
$29K 0.01%
682
282
$29K 0.01%
1,000
283
$28K 0.01%
140
284
$28K 0.01%
2,000
285
$28K 0.01%
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286
$28K 0.01%
742
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287
$28K 0.01%
240
288
$27K 0.01%
1,000
289
$27K 0.01%
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290
$27K 0.01%
+464
291
$27K 0.01%
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292
$26K 0.01%
256
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293
$25K 0.01%
+120
294
$25K 0.01%
462
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295
$25K 0.01%
450
296
$25K 0.01%
260
297
$25K 0.01%
145
-280
298
$24K 0.01%
374
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299
$24K 0.01%
1,027
-111
300
$24K 0.01%
+61
10 11
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