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
$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
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
426
$9K ﹤0.01%
24
-309
427
$9K ﹤0.01%
480
428
$9K ﹤0.01%
477
429
$9K ﹤0.01%
+474
430
$9K ﹤0.01%
50
431
$8K ﹤0.01%
227
432
$8K ﹤0.01%
107
433
$8K ﹤0.01%
55
-56
434
$8K ﹤0.01%
142
435
$8K ﹤0.01%
150
-200
436
$8K ﹤0.01%
70
437
$8K ﹤0.01%
303
438
$8K ﹤0.01%
+100
439
$7K ﹤0.01%
50
440
$7K ﹤0.01%
173
441
$7K ﹤0.01%
200
-140
442
$7K ﹤0.01%
50
-240
443
$7K ﹤0.01%
210
444
$7K ﹤0.01%
25
445
$7K ﹤0.01%
200
446
$7K ﹤0.01%
39
447
$6K ﹤0.01%
700
448
$6K ﹤0.01%
281
-100
449
$6K ﹤0.01%
20
450
$6K ﹤0.01%
260
16 17
18
19 20