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
351
$20K 0.01%
592
352
$20K 0.01%
156
353
$20K 0.01%
305
354
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400
355
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188
356
$20K 0.01%
409
357
$18K 0.01%
2,110
358
$18K 0.01%
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359
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500
360
$18K 0.01%
61
361
$17K 0.01%
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362
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175
363
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561
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364
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365
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367
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360
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369
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430
370
$17K 0.01%
301
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$17K 0.01%
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372
$17K 0.01%
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$16K 0.01%
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374
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64
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375
$16K 0.01%
533
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15
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