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
26
$938K 0.32%
3,532
-46
27
$921K 0.32%
6,620
28
$897K 0.31%
5,454
+278
29
$866K 0.3%
9,880
+120
30
$798K 0.27%
10,228
31
$782K 0.27%
27,924
+50
32
$780K 0.27%
41,098
-2,000
33
$754K 0.26%
29,386
-2,987
34
$730K 0.25%
6,893
35
$729K 0.25%
12,517
+873
36
$716K 0.25%
1,908
-43
37
$697K 0.24%
27,470
38
$674K 0.23%
2,906
39
$641K 0.22%
42,264
-1,788
40
$621K 0.21%
3,410
+110
41
$621K 0.21%
3,428
+481
42
$610K 0.21%
3,879
+180
43
$579K 0.2%
4,555
+210
44
$569K 0.2%
12,719
-593
45
$552K 0.19%
3,571
-117
46
$551K 0.19%
10,805
47
$545K 0.19%
4,300
48
$521K 0.18%
6,510
+6,500
49
$508K 0.17%
16,764
50
$507K 0.17%
11,040
+3,885
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