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
401
$13K ﹤0.01%
180
402
$13K ﹤0.01%
100
403
$13K ﹤0.01%
204
404
$13K ﹤0.01%
93
405
$13K ﹤0.01%
292
406
$12K ﹤0.01%
90
407
$12K ﹤0.01%
107
408
$12K ﹤0.01%
136
409
$12K ﹤0.01%
700
410
$12K ﹤0.01%
204
411
$11K ﹤0.01%
500
412
$11K ﹤0.01%
150
413
$11K ﹤0.01%
125
414
$11K ﹤0.01%
167
-328
415
$11K ﹤0.01%
300
-400
416
$10K ﹤0.01%
224
417
$10K ﹤0.01%
+200
418
$10K ﹤0.01%
200
419
$10K ﹤0.01%
+20
420
$10K ﹤0.01%
54
421
$10K ﹤0.01%
+205
422
$10K ﹤0.01%
287
423
$9K ﹤0.01%
121
424
$9K ﹤0.01%
+116
425
$9K ﹤0.01%
550
15 16
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