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
476
$4K ﹤0.01%
57
477
$4K ﹤0.01%
40
478
$4K ﹤0.01%
+354
479
$3K ﹤0.01%
29
480
$3K ﹤0.01%
26
481
$3K ﹤0.01%
119
482
$3K ﹤0.01%
37
483
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189
484
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485
$3K ﹤0.01%
100
486
$3K ﹤0.01%
100
487
$3K ﹤0.01%
35
488
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54
+31
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$3K ﹤0.01%
1,000
491
$3K ﹤0.01%
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492
$3K ﹤0.01%
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493
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10
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3
497
$2K ﹤0.01%
550
498
$2K ﹤0.01%
+65
499
$2K ﹤0.01%
36
500
$2K ﹤0.01%
140
18 19
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