HWA
HHM Wealth Advisors Portfolio holdings
AUM
$864M
1-Year Est. Return
12.56%
1 Year Est. Return
+12.56%
AUM
$250M
AUM Growth
+$10.8M
(+4.5%)
Holding
551
Top Buys
| 1 | +$817K | |
| 2 | +$692K | |
| 3 | +$620K | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$300K |
| 5 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
+$282K |
Top Sells
| 1 | +$5.5M | |
| 2 | +$1.8M | |
| 3 | +$817K | |
| 4 |
Schwab Fundamental US Broad Market Index ETF
FNDB
|
+$764K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$557K |
Sector Composition
| 1 | Technology | 4.42% |
| 2 | Financials | 2.54% |
| 3 | Industrials | 2.18% |
| 4 | Consumer Discretionary | 2.12% |
| 5 | Healthcare | 2.11% |