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
376
$16K 0.01%
700
377
$16K 0.01%
105
378
$16K 0.01%
283
379
$16K 0.01%
200
380
$16K 0.01%
530
381
$16K 0.01%
149
382
$16K 0.01%
530
+100
383
$15K 0.01%
164
384
$15K 0.01%
365
385
$15K 0.01%
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386
$15K 0.01%
675
+75
387
$15K 0.01%
369
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388
$14K ﹤0.01%
434
-500
389
$14K ﹤0.01%
398
390
$14K ﹤0.01%
155
391
$14K ﹤0.01%
145
392
$14K ﹤0.01%
+305
393
$14K ﹤0.01%
116
394
$14K ﹤0.01%
45
395
$14K ﹤0.01%
63
396
$14K ﹤0.01%
101
397
$14K ﹤0.01%
84
398
$14K ﹤0.01%
433
399
$13K ﹤0.01%
250
400
$13K ﹤0.01%
336
-656
14 15
16
17 18