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
276
$44K 0.02%
2,452
-4,526
277
$44K 0.02%
289
278
$43K 0.01%
+1,550
279
$43K 0.01%
1,360
280
$42K 0.01%
2,773
281
$41K 0.01%
887
282
$41K 0.01%
324
283
$40K 0.01%
700
284
$40K 0.01%
870
285
$40K 0.01%
+250
286
$40K 0.01%
+306
287
$40K 0.01%
4,015
+4,000
288
$38K 0.01%
1,300
289
$38K 0.01%
1,300
290
$38K 0.01%
556
291
$37K 0.01%
2,076
292
$37K 0.01%
+600
293
$36K 0.01%
375
294
$36K 0.01%
1,400
-117
295
$35K 0.01%
746
+4
296
$35K 0.01%
400
297
$34K 0.01%
389
298
$34K 0.01%
150
299
$34K 0.01%
396
300
$34K 0.01%
200
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