HWA

HHM Wealth Advisors Portfolio holdings

AUM $867M
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
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
+$899K
2
+$491K
3
+$462K
4
AAPL icon
Apple
AAPL
+$378K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$331K

Top Sells

1
+$484K
2
+$213K
3
+$156K
4
FDX icon
FedEx
FDX
+$140K
5
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$140K

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
526
$1K ﹤0.01%
+34
527
$1K ﹤0.01%
20
528
$1K ﹤0.01%
+125
529
$1K ﹤0.01%
2
530
– –
-120
531
– –
-270
532
$0 ﹤0.01%
2
533
$0 ﹤0.01%
4
534
$0 ﹤0.01%
15
535
$0 ﹤0.01%
15
536
– –
-78
537
$0 ﹤0.01%
1
538
$0 ﹤0.01%
11
539
$0 ﹤0.01%
5
540
$0 ﹤0.01%
1
541
– –
-239
542
$0 ﹤0.01%
1
543
$0 ﹤0.01%
1
544
$0 ﹤0.01%
6
545
– –
-350
546
$0 ﹤0.01%
+57
547
$0 ﹤0.01%
3
548
– –
-661
549
$0 ﹤0.01%
21
550
$0 ﹤0.01%
4
20 21
22
23 24