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
51
$506K 0.17%
73,751
52
$493K 0.17%
5,384
53
$492K 0.17%
2,363
+125
54
$456K 0.16%
8,321
-475
55
$452K 0.16%
8,393
-489
56
$442K 0.15%
7,625
57
$435K 0.15%
20,004
58
$425K 0.15%
3,007
+188
59
$415K 0.14%
20,910
-1,155
60
$410K 0.14%
8,226
+710
61
$404K 0.14%
1,757
+383
62
$381K 0.13%
28,576
63
$375K 0.13%
77,236
64
$369K 0.13%
16,978
+860
65
$362K 0.12%
28,386
66
$356K 0.12%
1,400
67
$348K 0.12%
4,115
+219
68
$346K 0.12%
640
+415
69
$332K 0.11%
15,641
-1,055
70
$330K 0.11%
2,816
+118
71
$324K 0.11%
14,788
72
$306K 0.11%
874
+166
73
$304K 0.1%
1,132
+530
74
$303K 0.1%
2,832
75
$300K 0.1%
2,586
+220
1 2
3
4 5