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
576
$0 ﹤0.01%
54
577
$0 ﹤0.01%
9
578
$0 ﹤0.01%
596
579
– –
-800
580
– –
-62,298
581
– –
-125
582
– –
-260
583
– –
-10,050
584
– –
-982
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